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 | $24,454 | $167,352-85.4% | $143,788-83.0% | $134,509-81.8% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -10.12% | 0.47%-10.6pp | -0.03%-10.1pp | 418.13%-428.3pp |
| Employer contribution / active EE | $3,033 | $5,620-46.0% | $4,952-38.7% | $4,741-36.0% |
| Participant deferral / active EE | $1,376 | $6,447-78.7% | $5,638-75.6% | $6,400-78.5% |
| Admin fee / account holder | $326 | $18,091-98.2% | $14,675-97.8% | $11,427-97.1% |