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 | $29,636 | $99,668-70.3% | $86,451-65.7% | $134,545-78.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | 6789.61%-6803.4pp | 4398.51%-4412.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,000 | $4,403-77.3% | $3,770-73.5% | $4,742-78.9% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $561 | $8,377-93.3% | $6,734-91.7% | $11,431-95.1% |