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 | $103,937 | $59,819+73.8% | $79,583+30.6% | $68,490+51.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.52% | -12.30%-3.2pp | 0.16%-15.7pp | -7.85%-7.7pp |
| Employer contribution / active EE | $8,333 | $1,505+453.6% | $2,414+245.3% | $2,597+220.9% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $726 | $4,835-85.0% | $6,835-89.4% | $5,403-86.6% |