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 | $77,897 | $93,124-16.4% | $77,100+1.0% | $134,545-42.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.46% | 62.68%-68.1pp | 42.35%-47.8pp | 418.37%-423.8pp |
| Employer contribution / active EE | $626 | $3,421-81.7% | $2,815-77.8% | $4,742-86.8% |
| Participant deferral / active EE | $626 | $5,242-88.1% | $4,430-85.9% | $6,401-90.2% |
| Admin fee / account holder | $497 | $6,970-92.9% | $5,443-90.9% | $11,431-95.7% |