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 | $52,575 | $95,917-45.2% | $79,583-33.9% | $134,545-60.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -18.68% | -2.70%-16.0pp | 0.16%-18.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,000 | $3,129-36.1% | $2,414-17.1% | $4,742-57.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,045 | $9,132-77.6% | $6,835-70.1% | $11,431-82.1% |