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 | $38,445 | $56,339-31.8% | $104,301-63.1% | $68,495-43.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -12.92% | -9.19%-3.7pp | 24.61%-37.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,043 | $1,960+55.2% | $3,373-9.8% | $2,596+17.2% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,999 | $4,902+104.0% | $7,340+36.2% | $5,403+85.1% |