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 | $18,415 | $41,150-55.2% | $80,627-77.2% | $71,511-74.2% |
| Participation rate | 96.3% | 50.3%+46.1pp | 67.0%+29.3pp | 67.9%+28.4pp |
| Annual return | 16.07% | 38.48%-22.4pp | 936.76%-920.7pp | 28.86%-12.8pp |
| Employer contribution / active EE | $1,096 | $1,515-27.6% | $2,723-59.7% | $2,589-57.7% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,133 | $1,841-38.4% | $5,381-78.9% | $1,588-28.6% |