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 | $19,519 | $167,353-88.3% | $143,797-86.4% | $134,545-85.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -3.46% | 0.48%-3.9pp | -0.04%-3.4pp | 418.37%-421.8pp |
| Employer contribution / active EE | $2,760 | $5,620-50.9% | $4,952-44.3% | $4,742-41.8% |
| Participant deferral / active EE | $86 | $6,447-98.7% | $5,638-98.5% | $6,401-98.7% |
| Admin fee / account holder | $922 | $18,096-94.9% | $14,679-93.7% | $11,431-91.9% |