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 | $167,081 | $175,646-4.9% | $129,118+29.4% | $134,532+24.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -17.29% | -11.39%-5.9pp | -10.94%-6.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $18,318 | $6,355+188.2% | $5,051+262.6% | $4,741+286.4% |
| Participant deferral / active EE | $2,118 | $7,970-73.4% | $6,539-67.6% | $6,401-66.9% |
| Admin fee / account holder | $5,110 | $23,578-78.3% | $14,305-64.3% | $11,429-55.3% |