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 | $37,964 | $39,132-3.0% | $57,196-33.6% | $62,881-39.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.24% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $787 | $1,874-58.0% | $2,683-70.7% | $2,281-65.5% |
| Participant deferral / active EE | $461 | $2,374-80.6% | $3,096-85.1% | $3,203-85.6% |
| Admin fee / account holder | $5,318 | $2,594+105.0% | $3,141+69.3% | $4,296+23.8% |