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 | $86,742 | $167,353-48.2% | $143,797-39.7% | $134,545-35.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.08% | 0.48%-17.6pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,108 | $5,620-62.5% | $4,952-57.4% | $4,742-55.5% |
| Participant deferral / active EE | $459 | $6,447-92.9% | $5,638-91.9% | $6,401-92.8% |
| Admin fee / account holder | $7,749 | $18,096-57.2% | $14,679-47.2% | $11,431-32.2% |