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 | $36,468 | $138,072-73.6% | $123,549-70.5% | $135,382-73.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.20% | 153.69%-158.9pp | 119.20%-124.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $6,827 | $5,152+32.5% | $4,628+47.5% | $4,779+42.9% |
| Participant deferral / active EE | $2,089 | $6,799-69.3% | $6,426-67.5% | $5,609-62.8% |
| Admin fee / account holder | $1,804 | $10,917-83.5% | $9,284-80.6% | $10,829-83.3% |