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 | $168,679 | $71,878+134.7% | $86,698+94.6% | $68,486+146.3% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -7.44% | 3.53%-11.0pp | 35.95%-43.4pp | -7.85%+0.4pp |
| Employer contribution / active EE | $11,954 | $2,173+450.0% | $2,837+321.4% | $2,597+360.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,660 | $6,113+156.2% | $7,493+109.0% | $5,404+189.8% |