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 | $37,331 | $43,338-13.9% | $59,887-37.7% | $64,173-41.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.24% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,464 | $2,030-27.9% | $2,722-46.2% | $2,381-38.5% |
| Participant deferral / active EE | $332 | $2,547-87.0% | $3,402-90.2% | $3,470-90.4% |
| Admin fee / account holder | $992 | $3,007-67.0% | $3,591-72.4% | $4,887-79.7% |