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 | $57,598 | $90,448-36.3% | $93,786-38.6% | $134,545-57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.41% | -15.71%+0.3pp | -11.32%-4.1pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,941 | $4,349-32.4% | $4,328-32.0% | $4,742-38.0% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,245 | $9,232-43.2% | $7,184-27.0% | $11,431-54.1% |