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 | $89,606 | $138,072-35.1% | $123,549-27.5% | $135,382-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 153.69%-158.4pp | 119.20%-123.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $1,700 | $5,152-67.0% | $4,628-63.3% | $4,779-64.4% |
| Participant deferral / active EE | $1,509 | $6,799-77.8% | $6,426-76.5% | $5,609-73.1% |
| Admin fee / account holder | $2,898 | $10,917-73.5% | $9,284-68.8% | $10,829-73.2% |