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 | $30,074 | $82,630-63.6% | $64,105-53.1% | $125,389-76.0% |
| Participation rate | 76.9% | 75.9%+1.1pp | 68.2%+8.8pp | 83.2%-6.3pp |
| Annual return | -2.14% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $11,538 | $2,671+332.0% | $1,820+534.0% | $4,866+137.1% |
| Participant deferral / active EE | $766 | $3,608-78.8% | $2,822-72.8% | $5,352-85.7% |
| Admin fee / account holder | $21,084 | $6,382+230.4% | $4,499+368.6% | $9,541+121.0% |