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 | $16,431 | $54,370-69.8% | $82,763-80.1% | $68,490-76.0% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -8.06% | -13.67%+5.6pp | 702.45%-710.5pp | -7.85%-0.2pp |
| Employer contribution / active EE | $1,029 | $2,219-53.6% | $3,008-65.8% | $2,597-60.4% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $674 | $4,398-84.7% | $5,325-87.3% | $5,403-87.5% |