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 | $30,557 | $64,719-52.8% | $112,249-72.8% | $68,486-55.4% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -14.41% | -11.40%-3.0pp | 27.48%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $7,321 | $2,747+166.6% | $3,636+101.4% | $2,597+182.0% |
| Participant deferral / active EE | $416 | $3,565-88.3% | $4,729-91.2% | $4,028-89.7% |
| Admin fee / account holder | $8,393 | $5,232+60.4% | $6,412+30.9% | $5,404+55.3% |