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 | $34,393 | $54,357-36.7% | $82,706-58.4% | $68,495-49.8% |
| Participation rate | 88.2% | 63.9%+24.3pp | 72.6%+15.7pp | 67.9%+20.3pp |
| Annual return | -12.10% | -13.67%+1.6pp | 701.76%-713.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $528 | $2,218-76.2% | $3,007-82.4% | $2,596-79.7% |
| Participant deferral / active EE | $487 | $3,246-85.0% | $4,394-88.9% | $4,028-87.9% |
| Admin fee / account holder | $1,009 | $4,396-77.1% | $5,329-81.1% | $5,403-81.3% |