Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,641 | $95,406-78.4% | $185,849-88.9% | $85,847-76.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.53% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $2,625 | $3,314-20.8% | $5,169-49.2% | $2,565+2.3% |
| Participant deferral / active EE | $714 | $3,424-79.1% | $5,569-87.2% | $3,952-81.9% |
| Admin fee / account holder | $2,571 | $7,214-64.4% | $16,244-84.2% | $6,261-58.9% |