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 | $44,386 | $69,518-36.2% | $59,883-25.9% | $135,382-67.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.54% | 7.95%-12.5pp | 3.46%-8.0pp | 519.77%-524.3pp |
| Employer contribution / active EE | $4,806 | $3,235+48.6% | $2,722+76.6% | $4,779+0.6% |
| Participant deferral / active EE | $159 | $4,204-96.2% | $3,402-95.3% | $5,609-97.2% |
| Admin fee / account holder | $1,771 | $5,734-69.1% | $3,591-50.7% | $10,829-83.6% |