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 | $164,492 | $81,900+100.8% | $119,615+37.5% | $68,498+140.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -8.70% | -23.82%+15.1pp | -14.98%+6.3pp | -7.84%-0.9pp |
| Employer contribution / active EE | $5,770 | $2,693+114.2% | $4,232+36.3% | $2,596+122.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,787 | $6,582+3.1% | $10,324-34.3% | $5,403+25.6% |