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 | $133,164 | $167,504-20.5% | $151,628-12.2% | $134,509-1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.46% | 7.81%-24.3pp | 3.34%-19.8pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,513 | $6,828-77.8% | $6,165-75.5% | $4,741-68.1% |
| Participant deferral / active EE | $3,222 | $8,985-64.1% | $8,363-61.5% | $6,400-49.7% |
| Admin fee / account holder | $5,060 | $13,779-63.3% | $11,613-56.4% | $11,427-55.7% |