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 | $154,841 | $87,544+76.9% | $75,784+104.3% | $125,388+23.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.31% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,750 | $3,930-4.6% | $3,323+12.8% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,752 | $6,502-73.1% | $5,300-67.0% | $9,541-81.6% |