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 | $76,176 | $92,219-17.4% | $76,767-0.8% | $135,380-43.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.30% | 5.46%-9.8pp | 2.43%-6.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $8,571 | $3,216+166.5% | $2,485+244.9% | $4,779+79.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,400 | $10,749-77.7% | $6,675-64.1% | $10,828-77.8% |