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 | $22,899 | $49,249-53.5% | $70,476-67.5% | $79,852-71.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.89% | 30.09%-20.2pp | 109.12%-99.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,243 | $2,100-40.8% | $2,738-54.6% | $2,471-49.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,975 | $2,878+3.4% | $3,847-22.7% | $5,306-43.9% |