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 | $63,077 | $107,030-41.1% | $73,550-14.2% | $147,586-57.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.29% | 38.25%-30.0pp | -15.16%+23.5pp | 578.59%-570.3pp |
| Employer contribution / active EE | $417 | $1,760-76.3% | $1,219-65.8% | $4,876-91.4% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,795 | $3,055+56.9% | $2,320+106.7% | $10,886-56.0% |