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 | $40,687 | $91,911-55.7% | $68,612-40.7% | $135,379-69.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 4.08% | -8.22%+12.3pp | -4.63%+8.7pp | 519.79%-515.7pp |
| Employer contribution / active EE | $5,217 | $3,924+33.0% | $2,625+98.8% | $4,779+9.2% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,731 | $9,240-27.2% | $5,131+31.2% | $10,828-37.8% |