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 | $44,706 | $43,338+3.2% | $59,887-25.4% | $64,173-30.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.28% | -1.55%+1.3pp | 3.46%-3.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,394 | $2,030-31.3% | $2,722-48.8% | $2,381-41.4% |
| Participant deferral / active EE | $723 | $2,547-71.6% | $3,402-78.8% | $3,470-79.2% |
| Admin fee / account holder | $2,941 | $3,007-2.2% | $3,591-18.1% | $4,887-39.8% |