Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,127 | $48,327-68.7% | $67,575-77.6% | $80,935-81.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 11.94% | 18.31%-6.4pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,428 | $2,022+69.5% | $2,736+25.3% | $2,757+24.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $909 | $3,692-75.4% | $3,993-77.2% | $6,924-86.9% |