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 | $36,656 | $44,850-18.3% | $60,547-39.5% | $59,633-38.5% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -0.89% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,698 | $1,462+16.1% | $2,419-29.8% | $2,203-22.9% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $916 | $3,635-74.8% | $4,536-79.8% | $4,297-78.7% |