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 | $15,483 | $58,275-73.4% | $81,844-81.1% | $80,935-80.9% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.4%+24.7pp | 67.7%+29.4pp |
| Annual return | 14.52% | 41.82%-27.3pp | 778.87%-764.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,785 | $2,346+18.7% | $2,916-4.5% | $2,757+1.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,196 | $4,749-53.8% | $7,355-70.1% | $6,924-68.3% |