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 | $79,598 | $64,311+23.8% | $57,356+38.8% | $125,389-36.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.09% | 25.14%-28.2pp | 24.41%-27.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $9,117 | $3,193+185.5% | $2,689+239.1% | $4,866+87.4% |
| Participant deferral / active EE | $236 | $3,846-93.9% | $3,162-92.6% | $5,352-95.6% |
| Admin fee / account holder | $12,899 | $5,243+146.0% | $3,357+284.2% | $9,541+35.2% |