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 | $129,230 | $180,459-28.4% | $154,108-16.1% | $135,380-4.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.43% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $5,818 | $6,035-3.6% | $5,298+9.8% | $4,779+21.7% |
| Participant deferral / active EE | $394 | $5,806-93.2% | $5,081-92.3% | $5,609-93.0% |
| Admin fee / account holder | $1,844 | $16,145-88.6% | $13,411-86.2% | $10,828-83.0% |