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 | $63,444 | $81,870-22.5% | $119,634-47.0% | $68,490-7.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.13% | -23.82%+10.7pp | -14.98%+1.8pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,825 | $2,692+79.2% | $4,232+14.0% | $2,597+85.8% |
| Participant deferral / active EE | $397 | $4,148-90.4% | $5,601-92.9% | $4,028-90.1% |
| Admin fee / account holder | $8,192 | $6,583+24.4% | $10,329-20.7% | $5,403+51.6% |