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 | $156,522 | $78,694+98.9% | $67,652+131.4% | $125,389+24.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.83% | 9.46%-11.3pp | 6625.40%-6627.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $16,000 | $3,044+425.7% | $2,266+606.2% | $4,866+228.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,058 | $7,403+171.0% | $4,821+316.1% | $9,541+110.2% |