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 | $84,957 | $67,372+26.1% | $60,906+39.5% | $134,532-36.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.75% | 50.05%-53.8pp | 16.94%-20.7pp | 418.27%-422.0pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $583 | $4,532-87.1% | $3,814-84.7% | $6,401-90.9% |
| Admin fee / account holder | $4,533 | $4,588-1.2% | $3,227+40.5% | $11,429-60.3% |