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 | $74,977 | $190,916-60.7% | $160,037-53.2% | $134,545-44.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.21% | 552.79%-563.0pp | 408.95%-419.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $3,929 | $4,996-21.4% | $4,226-7.0% | $4,742-17.1% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $674 | $10,497-93.6% | $8,716-92.3% | $11,431-94.1% |