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 | $30,130 | $160,059-81.2% | $140,019-78.5% | $135,380-77.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.86% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,814 | $6,420-71.7% | $5,605-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $1,942 | $7,641-74.6% | $6,927-72.0% | $5,609-65.4% |
| Admin fee / account holder | $25,761 | $13,328+93.3% | $10,705+140.6% | $10,828+137.9% |