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 | $27,514 | $72,446-62.0% | $67,561-59.3% | $145,877-81.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.50% | 7211.98%-7195.5pp | 3525.44%-3508.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $346 | $4,785-92.8% | $4,003-91.4% | $6,691-94.8% |
| Admin fee / account holder | $39,508 | $5,541+613.0% | $4,006+886.3% | $13,402+194.8% |