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 | $23,167 | $54,380-57.4% | $68,509-66.2% | $59,633-61.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.23% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.47%-2041.7pp |
| Employer contribution / active EE | $553 | $1,539-64.1% | $2,278-75.7% | $2,203-74.9% |
| Participant deferral / active EE | $936 | $2,643-64.6% | $3,382-72.3% | $3,192-70.7% |
| Admin fee / account holder | $755 | $3,885-80.6% | $5,275-85.7% | $4,297-82.4% |