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 | $9,770 | $54,370-82.0% | $82,763-88.2% | $68,490-85.7% |
| Participation rate | 78.9% | 63.9%+15.0pp | 72.6%+6.4pp | 67.9%+11.1pp |
| Annual return | -11.84% | -13.67%+1.8pp | 702.45%-714.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $291 | $2,219-86.9% | $3,008-90.3% | $2,597-88.8% |
| Participant deferral / active EE | $432 | $3,247-86.7% | $4,395-90.2% | $4,028-89.3% |
| Admin fee / account holder | $562 | $4,398-87.2% | $5,325-89.4% | $5,403-89.6% |