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 | $82,288-24.5% | $68,790-9.7% | $134,493-53.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.14% | -2.19%-10.0pp | -6.38%-5.8pp | 418.01%-430.2pp |
| Employer contribution / active EE | $3,095 | $3,301-6.2% | $2,655+16.6% | $4,740-34.7% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,700 | $6,482-73.8% | $4,934-65.5% | $11,425-85.1% |