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 | $43,425 | $62,583-30.6% | $76,767-43.4% | $64,173-32.3% |
| Participation rate | 70.6% | 72.8%-2.2pp | 77.0%-6.4pp | 69.6%+1.0pp |
| Annual return | -3.27% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $823 | $3,145-73.8% | $3,852-78.6% | $3,470-76.3% |
| Admin fee / account holder | $2,014 | $4,667-56.9% | $6,675-69.8% | $4,887-58.8% |