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 | $30,399 | $78,694-61.4% | $67,652-55.1% | $125,389-75.8% |
| Participation rate | 95.5% | 78.8%+16.6pp | 75.7%+19.8pp | 83.2%+12.3pp |
| Annual return | -0.29% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,816 | $3,044-40.3% | $2,266-19.8% | $4,866-62.7% |
| Participant deferral / active EE | $1,198 | $4,292-72.1% | $3,560-66.3% | $5,352-77.6% |
| Admin fee / account holder | $1,407 | $7,403-81.0% | $4,821-70.8% | $9,541-85.3% |