Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,392 | $133,981-73.6% | $112,249-68.5% | $134,532-73.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -12.08% | 47.16%-59.2pp | 27.48%-39.6pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,145 | $4,040-71.7% | $3,636-68.5% | $4,741-75.9% |
| Participant deferral / active EE | $1,264 | $5,292-76.1% | $4,729-73.3% | $6,401-80.2% |
| Admin fee / account holder | $1,286 | $7,492-82.8% | $6,412-80.0% | $11,429-88.8% |