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 | $131,190 | $167,504-21.7% | $151,628-13.5% | $134,509-2.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.49% | 7.81%-19.3pp | 3.34%-14.8pp | 418.13%-429.6pp |
| Employer contribution / active EE | $1,836 | $6,828-73.1% | $6,165-70.2% | $4,741-61.3% |
| Participant deferral / active EE | $3,172 | $8,985-64.7% | $8,363-62.1% | $6,400-50.4% |
| Admin fee / account holder | $702 | $13,779-94.9% | $11,613-94.0% | $11,427-93.9% |