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 | $138,978 | $54,380+155.6% | $68,509+102.9% | $59,633+133.1% |
| Participation rate | 97.8% | 70.2%+27.6pp | 74.7%+23.1pp | 68.7%+29.2pp |
| Annual return | -0.38% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $7,953 | $1,539+416.9% | $2,278+249.1% | $2,203+261.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,603 | $3,885+95.7% | $5,275+44.1% | $4,297+76.9% |