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 | $82,941 | $59,819+38.7% | $79,583+4.2% | $68,490+21.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.38% | -12.30%+0.9pp | 0.16%-11.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $3,309 | $1,505+119.8% | $2,414+37.1% | $2,597+27.4% |
| Participant deferral / active EE | $767 | $3,025-74.6% | $3,986-80.7% | $4,028-80.9% |
| Admin fee / account holder | $6,933 | $4,835+43.4% | $6,835+1.4% | $5,403+28.3% |