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 | $20,926 | $82,678-74.7% | $125,391-83.3% | $68,490-69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $804 | $3,382-76.2% | $4,816-83.3% | $2,597-69.0% |
| Participant deferral / active EE | $2,247 | $6,111-63.2% | $7,448-69.8% | $4,028-44.2% |
| Admin fee / account holder | $2,035 | $6,277-67.6% | $10,009-79.7% | $5,403-62.3% |