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 | $19,297 | $58,577-67.1% | $83,323-76.8% | $64,181-69.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.14% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,541 | $2,098-26.5% | $3,379-54.4% | $2,381-35.3% |
| Participant deferral / active EE | $1,962 | $4,654-57.8% | $5,565-64.7% | $3,470-43.4% |
| Admin fee / account holder | $610 | $9,275-93.4% | $7,539-91.9% | $4,887-87.5% |