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 | $20,725 | $39,132-47.0% | $57,196-63.8% | $62,881-67.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.06% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $590 | $1,874-68.5% | $2,683-78.0% | $2,281-74.2% |
| Participant deferral / active EE | $590 | $2,374-75.2% | $3,096-81.0% | $3,203-81.6% |
| Admin fee / account holder | $353 | $2,594-86.4% | $3,141-88.7% | $4,296-91.8% |