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 | $23,734 | $167,362-85.8% | $143,799-83.5% | $134,532-82.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.10% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,380 | $5,620-75.4% | $4,952-72.1% | $4,741-70.9% |
| Participant deferral / active EE | $1,972 | $6,447-69.4% | $5,638-65.0% | $6,401-69.2% |
| Admin fee / account holder | $1,432 | $18,094-92.1% | $14,677-90.2% | $11,429-87.5% |