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 | $30,984 | $52,678-41.2% | $75,784-59.1% | $59,633-48.0% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.6pp |
| Annual return | -0.84% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,873 | $2,193+31.0% | $3,323-13.6% | $2,203+30.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,074 | $3,610-42.6% | $5,300-60.9% | $4,297-51.7% |