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 | $32,371 | $64,311-49.7% | $57,356-43.6% | $125,389-74.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 83.2%+4.3pp |
| Annual return | 0.97% | 25.14%-24.2pp | 24.41%-23.4pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $363 | $3,846-90.6% | $3,162-88.5% | $5,352-93.2% |
| Admin fee / account holder | $1,315 | $5,243-74.9% | $3,357-60.8% | $9,541-86.2% |