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 | $53,587 | $96,123-44.3% | $77,361-30.7% | $198,609-73.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 5.43% | 2054.81%-2049.4pp | 1011.54%-1006.1pp | 202.70%-197.3pp |
| Employer contribution / active EE | $9,451 | $3,791+149.3% | $2,990+216.1% | $5,055+87.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $590 | $9,471-93.8% | $5,894-90.0% | $19,030-96.9% |