Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,471 | $167,362-56.7% | $143,799-49.6% | $134,532-46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.24% | 0.47%-8.7pp | -0.04%-8.2pp | 418.27%-426.5pp |
| Employer contribution / active EE | $1,699 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $1,218 | $6,447-81.1% | $5,638-78.4% | $6,401-81.0% |
| Admin fee / account holder | $438 | $18,094-97.6% | $14,677-97.0% | $11,429-96.2% |