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 | $106,050 | $158,827-33.2% | $121,208-12.5% | $135,382-21.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.06% | -0.64%-5.4pp | 16.93%-23.0pp | 519.77%-525.8pp |
| Employer contribution / active EE | $3,697 | $5,666-34.7% | $4,023-8.1% | $4,779-22.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $483 | $6,514-92.6% | $5,020-90.4% | $10,829-95.5% |