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 | $55,375 | $43,730+26.6% | $121,208-54.3% | $64,181-13.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.41% | 68.94%-71.4pp | 16.93%-19.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $4,557 | $1,297+251.4% | $4,023+13.3% | $2,381+91.4% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $23,738 | $3,502+577.7% | $5,020+372.8% | $4,887+385.7% |