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 | $91,496 | $127,387-28.2% | $115,038-20.5% | $125,389-27.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.90% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $4,019 | $5,166-22.2% | $4,608-12.8% | $4,866-17.4% |
| Participant deferral / active EE | $749 | $6,423-88.3% | $6,026-87.6% | $5,352-86.0% |
| Admin fee / account holder | $6,038 | $9,516-36.5% | $8,175-26.1% | $9,541-36.7% |