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 | $68,639 | $106,557-35.6% | $91,227-24.8% | $134,545-49.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.45% | 160.81%-181.3pp | 114.14%-134.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,962 | $3,332-41.1% | $2,851-31.2% | $4,742-58.6% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,930 | $6,235-20.9% | $5,423-9.1% | $11,431-56.9% |