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 | $25,711 | $85,766-70.0% | $136,298-81.1% | $70,126-63.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,036 | $2,966-31.4% | $4,696-56.6% | $2,343-13.1% |
| Participant deferral / active EE | $520 | $5,051-89.7% | $6,247-91.7% | $3,332-84.4% |
| Admin fee / account holder | $2,094 | $5,421-61.4% | $9,244-77.3% | $4,645-54.9% |