Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,336 | $108,922-75.8% | $100,398-73.8% | $145,978-82.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.10% | 58.04%-42.9pp | 49.32%-34.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $13,452 | $4,426+203.9% | $3,946+240.9% | $4,662+188.6% |
| Participant deferral / active EE | $166 | $8,450-98.0% | $8,084-97.9% | $6,690-97.5% |
| Admin fee / account holder | $2,149 | $9,680-77.8% | $7,893-72.8% | $13,400-84.0% |