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 | $94,681 | $100,811-6.1% | $86,698+9.2% | $134,545-29.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -2.65% | 29.11%-31.8pp | 35.96%-38.6pp | 418.37%-421.0pp |
| Employer contribution / active EE | $6,142 | $3,490+76.0% | $2,837+116.5% | $4,742+29.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $723 | $10,926-93.4% | $7,492-90.3% | $11,431-93.7% |