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 | $23,517 | $76,912-69.4% | $129,110-81.8% | $68,495-65.7% |
| Participation rate | 98.0% | 69.1%+28.8pp | 77.3%+20.7pp | 67.9%+30.1pp |
| Annual return | -1.27% | -9.78%+8.5pp | -10.94%+9.7pp | -7.84%+6.6pp |
| Employer contribution / active EE | $2,356 | $3,243-27.3% | $5,052-53.4% | $2,596-9.3% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,299 | $6,638+100.4% | $14,302-7.0% | $5,403+146.1% |