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 | $119,745 | $56,199+113.1% | $67,652+77.0% | $59,632+100.8% |
| Participation rate | 95.7% | 71.5%+24.2pp | 75.7%+20.1pp | 68.7%+27.0pp |
| Annual return | -1.32% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $806 | $2,844-71.6% | $3,560-77.3% | $3,192-74.7% |
| Admin fee / account holder | $50,955 | $3,958+1187.3% | $4,821+957.0% | $4,297+1085.8% |