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 | $119,349 | $95,975+24.4% | $74,549+60.1% | $135,379-11.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.25% | 56.96%-60.2pp | 32.53%-35.8pp | 519.79%-523.0pp |
| Employer contribution / active EE | $861 | $2,716-68.3% | $1,961-56.1% | $4,779-82.0% |
| Participant deferral / active EE | $440 | $3,844-88.6% | $3,108-85.8% | $5,609-92.2% |
| Admin fee / account holder | $1,845 | $6,522-71.7% | $5,059-63.5% | $10,828-83.0% |