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 | $55,967 | $140,592-60.2% | $123,105-54.5% | $125,389-55.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -3.32% | 16.80%-20.1pp | 13.22%-16.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $17,591 | $6,041+191.2% | $5,151+241.5% | $4,866+261.5% |
| Participant deferral / active EE | $875 | $6,980-87.5% | $6,229-86.0% | $5,352-83.6% |
| Admin fee / account holder | $13,474 | $11,198+20.3% | $9,014+49.5% | $9,541+41.2% |