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 | $48,806 | $64,719-24.6% | $112,249-56.5% | $68,486-28.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.32% | -11.40%-4.9pp | 27.48%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $6,526 | $2,747+137.6% | $3,636+79.5% | $2,597+151.3% |
| Participant deferral / active EE | $479 | $3,565-86.6% | $4,729-89.9% | $4,028-88.1% |
| Admin fee / account holder | $4,074 | $5,232-22.1% | $6,412-36.5% | $5,404-24.6% |