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 | $32,566 | $64,719-49.7% | $112,249-71.0% | $68,486-52.4% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.1%+6.5pp | 67.9%+13.7pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $6,076 | $2,747+121.2% | $3,636+67.1% | $2,597+134.0% |
| Participant deferral / active EE | $416 | $3,565-88.3% | $4,729-91.2% | $4,028-89.7% |
| Admin fee / account holder | $3,007 | $5,232-42.5% | $6,412-53.1% | $5,404-44.3% |