Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,563 | $82,678-66.7% | $125,391-78.0% | $68,490-59.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -10.64% | -5.97%-4.7pp | 572.41%-583.1pp | -7.85%-2.8pp |
| Employer contribution / active EE | $10,000 | $3,382+195.7% | $4,816+107.7% | $2,597+285.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,296 | $6,277-79.4% | $10,009-87.0% | $5,403-76.0% |