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 | $88,344 | $77,817+13.5% | $123,553-28.5% | $64,173+37.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.57% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,179 | $3,014+204.5% | $4,628+98.3% | $2,381+285.5% |
| Participant deferral / active EE | $2,176 | $5,240-58.5% | $6,426-66.1% | $3,470-37.3% |
| Admin fee / account holder | $919 | $5,519-83.3% | $9,284-90.1% | $4,887-81.2% |