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 | $33,622 | $99,079-66.1% | $78,002-56.9% | $273,972-87.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 6.26% | 217.93%-211.7pp | 425.99%-419.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $476 | $3,308-85.6% | $2,470-80.7% | $4,869-90.2% |
| Participant deferral / active EE | $952 | $4,306-77.9% | $3,497-72.8% | $5,287-82.0% |
| Admin fee / account holder | $407 | $8,954-95.5% | $5,481-92.6% | $10,133-96.0% |