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 | $23,842 | $77,976-69.4% | $81,367-70.7% | $125,389-81.0% |
| Participation rate | 77.8% | 83.3%-5.5pp | 82.3%-4.5pp | 83.2%-5.4pp |
| Annual return | -1.96% | -2.85%+0.9pp | -0.92%-1.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,005 | $4,366-54.1% | $3,930-49.0% | $4,866-58.8% |
| Participant deferral / active EE | $922 | $5,646-83.7% | $5,383-82.9% | $5,352-82.8% |
| Admin fee / account holder | $3,672 | $12,476-70.6% | $8,926-58.9% | $9,541-61.5% |