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 | $82,100 | $93,117-11.8% | $77,096+6.5% | $134,532-39.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -18.50% | 62.67%-81.2pp | 42.35%-60.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,027 | $3,420-40.7% | $2,814-28.0% | $4,741-57.2% |
| Participant deferral / active EE | $889 | $5,241-83.0% | $4,429-79.9% | $6,401-86.1% |
| Admin fee / account holder | $1,990 | $6,948-71.4% | $5,428-63.3% | $11,429-82.6% |