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 | $73,694 | $131,829-44.1% | $108,579-32.1% | $273,968-73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.86% | -91.57%+97.4pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,750 | $4,912-23.7% | $3,758-0.2% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,018 | $10,252-21.8% | $7,645+4.9% | $10,132-20.9% |