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 | $24,416 | $88,996-72.6% | $78,004-68.7% | $138,895-82.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 11.74% | 28.03%-16.3pp | 31.07%-19.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $8,381 | $2,917+187.3% | $2,469+239.5% | $4,194+99.8% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,658 | $8,807-69.8% | $7,578-64.9% | $12,562-78.8% |