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 | $122,397 | $84,628+44.6% | $61,501+99.0% | $134,545-9.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.61% | 585.61%-601.2pp | 339.04%-354.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $17,441 | $1,545+1029.0% | $1,160+1403.9% | $4,742+267.8% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $156,104 | $2,587+5933.0% | $2,132+7223.3% | $11,431+1265.7% |