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 | $62,986 | $77,816-19.1% | $123,552-49.0% | $64,173-1.8% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -4.92% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $836 | $3,014-72.3% | $4,628-81.9% | $2,381-64.9% |
| Participant deferral / active EE | $2,015 | $5,240-61.5% | $6,426-68.6% | $3,470-41.9% |
| Admin fee / account holder | $2,483 | $5,519-55.0% | $9,285-73.3% | $4,887-49.2% |