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 | $58,007 | $91,525-36.6% | $130,026-55.4% | $75,181-22.8% |
| Participation rate | 84.4% | 71.4%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 19.25% | -631.40%+650.6pp | -137.26%+156.5pp | 160.69%-141.4pp |
| Employer contribution / active EE | $1,170 | $2,844-58.9% | $4,321-72.9% | $2,671-56.2% |
| Participant deferral / active EE | $932 | $4,342-78.5% | $5,821-84.0% | $4,126-77.4% |
| Admin fee / account holder | $378 | $6,778-94.4% | $10,608-96.4% | $5,650-93.3% |