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 | $70,857 | $77,817-8.9% | $123,553-42.7% | $64,173+10.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.46% | 12.49%-18.9pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,270 | $3,014+74.9% | $4,628+13.9% | $2,381+121.4% |
| Participant deferral / active EE | $1,944 | $5,240-62.9% | $6,426-69.7% | $3,470-44.0% |
| Admin fee / account holder | $1,036 | $5,519-81.2% | $9,284-88.8% | $4,887-78.8% |