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 | $40,886 | $101,798-59.8% | $165,071-75.2% | $80,935-49.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.95% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,206 | $2,954-25.3% | $4,347-49.3% | $2,757-20.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,317 | $8,221-84.0% | $12,695-89.6% | $6,924-81.0% |