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 | $19,771 | $94,749-79.1% | $112,899-82.5% | $139,456-85.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 40.92%-26.4pp | 34.11%-19.5pp | 373.45%-358.9pp |
| Employer contribution / active EE | $1,587 | $4,630-65.7% | $4,566-65.2% | $4,753-66.6% |
| Participant deferral / active EE | $1,928 | $6,517-70.4% | $6,516-70.4% | $6,711-71.3% |
| Admin fee / account holder | $335 | $8,530-96.1% | $7,047-95.2% | $11,407-97.1% |