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 | $22,189 | $104,106-78.7% | $71,086-68.8% | $135,379-83.6% |
| Participation rate | 81.8% | 65.7%+16.2pp | 54.7%+27.2pp | 82.6%-0.8pp |
| Annual return | -6.79% | 1256.30%-1263.1pp | 650.59%-657.4pp | 519.79%-526.6pp |
| Employer contribution / active EE | $5,874 | $1,485+295.6% | $1,088+440.1% | $4,779+22.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,041 | $4,142-74.9% | $3,082-66.2% | $10,828-90.4% |