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 | $26,738 | $31,109-14.0% | $67,704-60.5% | $52,331-48.9% |
| Participation rate | 91.0% | 54.0%+37.0pp | 67.5%+23.5pp | 68.1%+22.9pp |
| Annual return | 0.84% | 23.70%-22.9pp | 25.41%-24.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $6,975 | $1,076+548.4% | $2,559+172.5% | $1,882+270.6% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $6,057 | $466+1199.6% | $4,255+42.4% | $592+923.9% |