Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,217 | $167,522-80.2% | $151,639-78.1% | $134,532-75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.07% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,943 | $6,828-71.6% | $6,165-68.5% | $4,741-59.0% |
| Participant deferral / active EE | $2,584 | $8,986-71.2% | $8,363-69.1% | $6,401-59.6% |
| Admin fee / account holder | $4,104 | $13,780-70.2% | $11,613-64.7% | $11,429-64.1% |