Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,088 | $84,685-70.4% | $73,836-66.0% | $125,389-80.0% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | 0.04% | 3123.80%-3123.8pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,602 | $3,123-48.7% | $2,787-42.5% | $4,866-67.1% |
| Participant deferral / active EE | $281 | $3,993-93.0% | $3,583-92.2% | $5,352-94.7% |
| Admin fee / account holder | $1,113 | $5,694-80.4% | $4,882-77.2% | $9,541-88.3% |