Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,139 | $103,393-40.9% | $87,103-29.8% | $152,909-60.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.25% | 28.10%-12.8pp | 28.19%-12.9pp | 345.46%-330.2pp |
| Employer contribution / active EE | $1,429 | $3,221-55.6% | $2,521-43.3% | $4,764-70.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,557 | $12,195-21.6% | $7,491+27.6% | $11,601-17.6% |