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 | $55,484 | $54,726+1.4% | $68,793-19.3% | $64,181-13.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.74% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $536 | $1,846-70.9% | $2,625-79.6% | $2,381-77.5% |
| Participant deferral / active EE | $987 | $2,626-62.4% | $3,311-70.2% | $3,470-71.6% |
| Admin fee / account holder | $2,265 | $4,027-43.8% | $5,131-55.9% | $4,887-53.7% |