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 | $34,327 | $42,383-19.0% | $76,518-55.1% | $64,173-46.5% |
| Participation rate | 88.5% | 58.1%+30.4pp | 68.0%+20.5pp | 69.6%+18.9pp |
| Annual return | -0.62% | -16.54%+15.9pp | -0.27%-0.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $6,349 | $1,563+306.1% | $2,647+139.8% | $2,381+166.7% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,841 | $3,198+82.7% | $4,849+20.5% | $4,887+19.5% |