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 | $16,270 | $73,839-78.0% | $143,788-88.7% | $68,495-76.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.79% | 1.01%-12.8pp | -0.03%-11.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $820 | $3,184-74.3% | $4,952-83.4% | $2,596-68.4% |
| Participant deferral / active EE | $666 | $3,384-80.3% | $5,638-88.2% | $4,028-83.5% |
| Admin fee / account holder | $3,061 | $5,755-46.8% | $14,675-79.1% | $5,403-43.3% |