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 | $232,744 | $167,533+38.9% | $151,645+53.5% | $134,545+73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.67% | 7.81%-28.5pp | 3.34%-24.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $27,739 | $6,828+306.2% | $6,165+349.9% | $4,742+485.0% |
| Participant deferral / active EE | $323 | $8,985-96.4% | $8,363-96.1% | $6,401-95.0% |
| Admin fee / account holder | $1,335 | $13,781-90.3% | $11,614-88.5% | $11,431-88.3% |