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 | $46,826 | $157,296-70.2% | $141,191-66.8% | $152,897-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.55% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $700 | $7,111-90.2% | $6,710-89.6% | $5,851-88.0% |
| Admin fee / account holder | $1,145 | $12,125-90.6% | $10,264-88.8% | $11,599-90.1% |