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 | $62,105 | $82,324-24.6% | $68,803-9.7% | $134,545-53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.14% | -2.17%-10.0pp | -6.37%-5.8pp | 418.37%-430.5pp |
| Employer contribution / active EE | $3,095 | $3,302-6.2% | $2,656+16.5% | $4,742-34.7% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,700 | $6,485-73.8% | $4,936-65.6% | $11,431-85.1% |