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 | $27,703 | $69,518-60.1% | $59,887-53.7% | $135,379-79.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 16.15% | 7.95%+8.2pp | 3.46%+12.7pp | 519.79%-503.6pp |
| Employer contribution / active EE | $494 | $3,235-84.7% | $2,722-81.9% | $4,779-89.7% |
| Participant deferral / active EE | $645 | $4,204-84.6% | $3,402-81.0% | $5,609-88.5% |
| Admin fee / account holder | $898 | $5,734-84.3% | $3,591-75.0% | $10,828-91.7% |