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 | $18,396 | $59,116-68.9% | $86,438-78.7% | $68,486-73.1% |
| Participation rate | 92.6% | 75.2%+17.4pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -18.42% | -0.23%-18.2pp | 4397.19%-4415.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,801 | $2,519-28.5% | $3,769-52.2% | $2,597-30.6% |
| Participant deferral / active EE | $2,132 | $5,902-63.9% | $6,952-69.3% | $4,028-47.1% |
| Admin fee / account holder | $3,196 | $5,639-43.3% | $6,733-52.5% | $5,404-40.9% |