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 | $25,219 | $73,848-65.9% | $143,799-82.5% | $68,486-63.2% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -15.62% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,418 | $3,184-55.5% | $4,952-71.4% | $2,597-45.4% |
| Participant deferral / active EE | $630 | $3,385-81.4% | $5,638-88.8% | $4,028-84.4% |
| Admin fee / account holder | $7,580 | $5,755+31.7% | $14,677-48.4% | $5,404+40.3% |