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 | $109,755 | $160,059-31.4% | $140,019-21.6% | $135,380-18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.90% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $21,080 | $6,420+228.4% | $5,605+276.1% | $4,779+341.1% |
| Participant deferral / active EE | $2,214 | $7,641-71.0% | $6,927-68.0% | $5,609-60.5% |
| Admin fee / account holder | $703 | $13,328-94.7% | $10,705-93.4% | $10,828-93.5% |