Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,919 | $93,117-67.9% | $77,096-61.2% | $134,532-77.8% |
| Participation rate | 91.3% | 74.5%+16.8pp | 67.9%+23.4pp | 81.2%+10.1pp |
| Annual return | -14.08% | 62.67%-76.7pp | 42.35%-56.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $9,004 | $3,420+163.2% | $2,814+219.9% | $4,741+89.9% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,734 | $6,948-75.0% | $5,428-68.1% | $11,429-84.8% |