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 | $32,242 | $84,685-61.9% | $73,836-56.3% | $125,389-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 3123.80%-3124.1pp | 2268.06%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,679 | $3,123+49.8% | $2,787+67.8% | $4,866-3.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,714 | $5,694-69.9% | $4,882-64.9% | $9,541-82.0% |