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 | $86,368 | $81,870+5.5% | $119,634-27.8% | $68,490+26.1% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | -11.66% | -23.82%+12.2pp | -14.98%+3.3pp | -7.85%-3.8pp |
| Employer contribution / active EE | $4,032 | $2,692+49.8% | $4,232-4.7% | $2,597+55.3% |
| Participant deferral / active EE | $1,586 | $4,148-61.8% | $5,601-71.7% | $4,028-60.6% |
| Admin fee / account holder | $15,265 | $6,583+131.9% | $10,329+47.8% | $5,403+182.5% |