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 | $67,591 | $42,910+57.5% | $60,919+11.0% | $68,490-1.3% |
| Participation rate | 92.0% | 66.8%+25.2pp | 73.1%+18.9pp | 67.9%+24.1pp |
| Annual return | -10.24% | -13.99%+3.8pp | 16.96%-27.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $3,142 | $1,978+58.8% | $2,704+16.2% | $2,597+21.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,551 | $3,104+497.5% | $3,228+474.7% | $5,403+243.3% |