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 | $21,692 | $84,708-74.4% | $75,714-71.4% | $167,536-87.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.12% | 199.62%-188.5pp | 104.62%-93.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $664 | $3,231-79.4% | $2,744-75.8% | $4,839-86.3% |
| Participant deferral / active EE | $800 | $4,577-82.5% | $3,820-79.1% | $6,342-87.4% |
| Admin fee / account holder | $754 | $5,358-85.9% | $3,619-79.2% | $12,315-93.9% |