Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,189 | $64,729-65.7% | $112,263-80.2% | $68,490-67.6% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -17.04% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,347 | $2,746+21.9% | $3,636-7.9% | $2,597+28.9% |
| Participant deferral / active EE | $672 | $3,566-81.1% | $4,729-85.8% | $4,028-83.3% |
| Admin fee / account holder | $1,367 | $5,222-73.8% | $6,410-78.7% | $5,403-74.7% |