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 | $30,139 | $43,338-30.5% | $59,887-49.7% | $64,173-53.0% |
| Participation rate | 90.9% | 69.2%+21.7pp | 74.7%+16.2pp | 69.6%+21.3pp |
| Annual return | 7.01% | -1.55%+8.6pp | 3.46%+3.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $600 | $2,030-70.4% | $2,722-78.0% | $2,381-74.8% |
| Participant deferral / active EE | $618 | $2,547-75.8% | $3,402-81.8% | $3,470-82.2% |
| Admin fee / account holder | $404 | $3,007-86.6% | $3,591-88.7% | $4,887-91.7% |