Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,391 | $97,289-61.6% | $92,805-59.7% | $155,188-75.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.35% | 29.03%-11.7pp | 31.59%-14.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $11 | $3,632-99.7% | $3,424-99.7% | $4,248-99.8% |
| Participant deferral / active EE | $1,811 | $8,795-79.4% | $8,448-78.6% | $6,531-72.3% |
| Admin fee / account holder | $692 | $12,015-94.2% | $10,911-93.7% | $14,480-95.2% |