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 | $24,033 | $41,981-42.8% | $63,412-62.1% | $59,633-59.7% |
| Participation rate | 83.9% | 60.3%+23.6pp | 67.1%+16.8pp | 68.7%+15.2pp |
| Annual return | 0.11% | 13.04%-12.9pp | 4.04%-3.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $309 | $1,287-76.0% | $1,814-82.9% | $2,203-85.9% |
| Participant deferral / active EE | $172 | $2,002-91.4% | $2,496-93.1% | $3,192-94.6% |
| Admin fee / account holder | $3,108 | $3,509-11.4% | $3,753-17.2% | $4,297-27.7% |