Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,779 | $56,339+2.6% | $104,301-44.6% | $68,486-15.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.79% | -9.19%-5.6pp | 24.61%-39.4pp | -7.85%-6.9pp |
| Employer contribution / active EE | $4,692 | $1,960+139.4% | $3,373+39.1% | $2,597+80.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,686 | $4,902-65.6% | $7,340-77.0% | $5,404-68.8% |