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 | $38,453 | $73,839-47.9% | $143,788-73.3% | $68,495-43.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.28% | 1.01%-17.3pp | -0.03%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,287 | $3,184+3.2% | $4,952-33.6% | $2,596+26.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,316 | $5,755-25.0% | $14,675-70.6% | $5,403-20.1% |