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 | $42,575 | $50,958-16.5% | $74,552-42.9% | $64,181-33.7% |
| Participation rate | 96.8% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | -2.57% | -1.86%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,159 | $1,115+3.9% | $1,961-40.9% | $2,381-51.3% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,169 | $4,223-72.3% | $5,060-76.9% | $4,887-76.1% |