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 | $21,942 | $87,546-74.9% | $75,784-71.0% | $125,389-82.5% |
| Participation rate | 95.8% | 80.2%+15.7pp | 75.8%+20.0pp | 83.2%+12.6pp |
| Annual return | 0.55% | 13.49%-12.9pp | 9.68%-9.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $724 | $3,930-81.6% | $3,323-78.2% | $4,866-85.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,068 | $6,503-83.6% | $5,300-79.8% | $9,541-88.8% |