Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,672 | $67,396-20.4% | $60,919-11.9% | $134,545-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.78% | 50.12%-65.9pp | 16.96%-32.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $242 | $4,534-94.7% | $3,814-93.7% | $6,401-96.2% |
| Admin fee / account holder | $6,516 | $4,590+42.0% | $3,228+101.9% | $11,431-43.0% |