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 | $26,800 | $93,598-71.4% | $135,974-80.3% | $75,173-64.3% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 67.2%+22.9pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,460 | $3,538-58.7% | $4,859-69.9% | $2,671-45.3% |
| Participant deferral / active EE | $2,324 | $6,405-63.7% | $7,760-70.0% | $4,126-43.7% |
| Admin fee / account holder | $1,402 | $6,978-79.9% | $10,767-87.0% | $5,651-75.2% |