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 | $118,812 | $131,835-9.9% | $108,582+9.4% | $273,972-56.6% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 2.79% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $7,353 | $4,913+49.7% | $3,758+95.6% | $4,869+51.0% |
| Participant deferral / active EE | $1,088 | $5,127-78.8% | $4,311-74.8% | $5,287-79.4% |
| Admin fee / account holder | $1,768 | $10,253-82.8% | $7,645-76.9% | $10,133-82.5% |