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 | $77,165 | $167,352-53.9% | $143,788-46.3% | $134,509-42.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | 0.47%-19.4pp | -0.03%-18.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $6,140 | $5,620+9.3% | $4,952+24.0% | $4,741+29.5% |
| Participant deferral / active EE | $848 | $6,447-86.9% | $5,638-85.0% | $6,400-86.8% |
| Admin fee / account holder | $4,399 | $18,091-75.7% | $14,675-70.0% | $11,427-61.5% |