Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $69,475 | $53,837+29.0% | $75,714-8.2% | $85,847-19.1% |
| Participation rate | 97.3% | 69.1%+28.2pp | 74.8%+22.5pp | 69.3%+28.0pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.62%-104.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,425 | $2,017+20.2% | $2,744-11.6% | $2,565-5.5% |
| Participant deferral / active EE | $826 | $2,895-71.5% | $3,820-78.4% | $3,952-79.1% |
| Admin fee / account holder | $1,262 | $3,339-62.2% | $3,619-65.1% | $6,261-79.8% |