Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,074 | $39,132-53.8% | $57,196-68.4% | $62,881-71.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.27% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $691 | $1,874-63.1% | $2,683-74.3% | $2,281-69.7% |
| Participant deferral / active EE | $347 | $2,374-85.4% | $3,096-88.8% | $3,203-89.2% |
| Admin fee / account holder | $3,066 | $2,594+18.2% | $3,141-2.4% | $4,296-28.6% |