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 | $43,292 | $71,878-39.8% | $86,698-50.1% | $68,486-36.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.84% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,995 | $2,173-8.2% | $2,837-29.7% | $2,597-23.2% |
| Participant deferral / active EE | $1,545 | $3,779-59.1% | $4,656-66.8% | $4,028-61.6% |
| Admin fee / account holder | $1,481 | $6,113-75.8% | $7,493-80.2% | $5,404-72.6% |