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 | $40,880 | $167,362-75.6% | $143,799-71.6% | $134,532-69.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,321 | $5,620-76.5% | $4,952-73.3% | $4,741-72.1% |
| Participant deferral / active EE | $1,146 | $6,447-82.2% | $5,638-79.7% | $6,401-82.1% |
| Admin fee / account holder | $3,621 | $18,094-80.0% | $14,677-75.3% | $11,429-68.3% |