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 | $116,040 | $133,981-13.4% | $112,249+3.4% | $134,532-13.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.39% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,440 | $4,040+9.9% | $3,636+22.1% | $4,741-6.4% |
| Participant deferral / active EE | $682 | $5,292-87.1% | $4,729-85.6% | $6,401-89.4% |
| Admin fee / account holder | $9,912 | $7,492+32.3% | $6,412+54.6% | $11,429-13.3% |