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 | $89,661 | $100,811-11.1% | $86,698+3.4% | $134,545-33.4% |
| Participation rate | 95.2% | 79.0%+16.3pp | 76.6%+18.6pp | 81.2%+14.0pp |
| Annual return | -6.20% | 29.11%-35.3pp | 35.96%-42.2pp | 418.37%-424.6pp |
| Employer contribution / active EE | $4,762 | $3,490+36.4% | $2,837+67.9% | $4,742+0.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,577 | $10,926-12.3% | $7,492+27.8% | $11,431-16.2% |