Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,530 | $177,595-76.6% | $148,496-72.0% | $198,609-79.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.35% | 9.97%-5.6pp | 12.33%-8.0pp | 202.70%-198.3pp |
| Employer contribution / active EE | $6,818 | $4,098+66.4% | $3,497+94.9% | $5,055+34.9% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $509 | $27,010-98.1% | $19,547-97.4% | $19,030-97.3% |