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 | $113,596 | $131,835-13.8% | $108,582+4.6% | $273,972-58.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 4.83% | -91.57%+96.4pp | -51.70%+56.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $636 | $5,127-87.6% | $4,311-85.2% | $5,287-88.0% |
| Admin fee / account holder | $4,366 | $10,253-57.4% | $7,645-42.9% | $10,133-56.9% |