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 | $28,719 | $104,251-72.5% | $91,004-68.4% | $147,586-80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.17% | 27.06%-11.9pp | 4.60%+10.6pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,328 | $3,116-57.4% | $2,456-45.9% | $4,876-72.8% |
| Participant deferral / active EE | $884 | $4,195-78.9% | $3,548-75.1% | $5,439-83.7% |
| Admin fee / account holder | $15,346 | $8,948+71.5% | $5,417+183.3% | $10,886+41.0% |