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 | $81,112 | $133,998-39.5% | $112,263-27.7% | $134,545-39.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -16.35% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $9,091 | $4,040+125.0% | $3,636+150.0% | $4,742+91.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $835 | $7,493-88.9% | $6,410-87.0% | $11,431-92.7% |