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 | $76,383 | $140,578-45.7% | $100,671-24.1% | $125,389-39.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | -0.22% | 24.67%-24.9pp | 20.43%-20.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $14,510 | $5,965+143.2% | $4,012+261.6% | $4,866+198.2% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,864 | $6,716-72.2% | $4,850-61.6% | $9,541-80.5% |