Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,264 | $87,016-62.9% | $63,244-49.0% | $125,389-74.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.35% | 21.71%-23.1pp | -70.31%+69.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,425 | $3,601-60.4% | $2,322-38.6% | $4,866-70.7% |
| Participant deferral / active EE | $617 | $3,939-84.3% | $2,953-79.1% | $5,352-88.5% |
| Admin fee / account holder | $344 | $11,954-97.1% | $5,893-94.2% | $9,541-96.4% |