Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,643 | $73,863-78.8% | $143,797-89.1% | $68,490-77.2% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -13.21% | 0.91%-14.1pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,979 | $3,185-37.9% | $4,952-60.0% | $2,597-23.8% |
| Participant deferral / active EE | $859 | $3,385-74.6% | $5,638-84.8% | $4,028-78.7% |
| Admin fee / account holder | $965 | $5,756-83.2% | $14,679-93.4% | $5,403-82.1% |