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 | $40,132 | $94,529-57.5% | $140,019-71.3% | $64,173-37.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.32% | 7.77%-6.5pp | 651.17%-649.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,344 | $3,812-64.7% | $5,605-76.0% | $2,381-43.5% |
| Participant deferral / active EE | $1,211 | $5,250-76.9% | $6,927-82.5% | $3,470-65.1% |
| Admin fee / account holder | $8,517 | $6,741+26.4% | $10,705-20.4% | $4,887+74.3% |