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 | $51,005 | $94,529-46.0% | $140,019-63.6% | $64,173-20.5% |
| Participation rate | 93.5% | 84.1%+9.4pp | 87.5%+6.0pp | 69.6%+23.9pp |
| Annual return | -6.65% | 7.77%-14.4pp | 651.17%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,577 | $3,812+20.1% | $5,605-18.3% | $2,381+92.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,480 | $6,741+55.5% | $10,705-2.1% | $4,887+114.4% |