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 | $29,547 | $95,188-69.0% | $76,518-61.4% | $135,380-78.2% |
| Participation rate | 95.2% | 74.4%+20.8pp | 68.0%+27.2pp | 82.6%+12.6pp |
| Annual return | 4.71% | 4.85%-0.1pp | -0.27%+5.0pp | 519.81%-515.1pp |
| Employer contribution / active EE | $1,574 | $3,303-52.3% | $2,647-40.5% | $4,779-67.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $459 | $6,249-92.7% | $4,849-90.5% | $10,828-95.8% |