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 | $44,014 | $180,459-75.6% | $154,108-71.4% | $135,380-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.44% | 888.21%-895.7pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,439 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $240 | $5,806-95.9% | $5,081-95.3% | $5,609-95.7% |
| Admin fee / account holder | $20,275 | $16,145+25.6% | $13,411+51.2% | $10,828+87.2% |