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 | $74,677 | $49,280+51.5% | $67,313+10.9% | $64,173+16.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $11,686 | $1,668+600.4% | $2,566+355.5% | $2,381+390.8% |
| Participant deferral / active EE | $824 | $2,484-66.8% | $3,568-76.9% | $3,470-76.2% |
| Admin fee / account holder | $4,916 | $3,863+27.3% | $4,507+9.1% | $4,887+0.6% |