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 | $42,684 | $82,678-48.4% | $125,391-66.0% | $68,490-37.7% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -15.70% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,119 | $6,111-65.3% | $7,448-71.5% | $4,028-47.4% |
| Admin fee / account holder | $2,199 | $6,277-65.0% | $10,009-78.0% | $5,403-59.3% |