Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,716 | $58,234-73.0% | $81,783-80.8% | $80,874-80.6% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 11.20% | 41.70%-30.5pp | 775.05%-763.9pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,844 | $2,341-21.2% | $2,913-36.7% | $2,756-33.1% |
| Participant deferral / active EE | $488 | $3,283-85.1% | $4,320-88.7% | $4,297-88.6% |
| Admin fee / account holder | $1,274 | $4,982-74.4% | $7,380-82.7% | $6,935-81.6% |