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 | $56,579 | $43,338+30.6% | $59,887-5.5% | $64,173-11.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.17% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,511 | $2,030-25.6% | $2,722-44.5% | $2,381-36.6% |
| Participant deferral / active EE | $192 | $2,547-92.5% | $3,402-94.4% | $3,470-94.5% |
| Admin fee / account holder | $5,116 | $3,007+70.1% | $3,591+42.5% | $4,887+4.7% |