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 | $22,890 | $138,072-83.4% | $123,549-81.5% | $135,382-83.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.93% | 153.69%-155.6pp | 119.20%-121.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $1,093 | $5,152-78.8% | $4,628-76.4% | $4,779-77.1% |
| Participant deferral / active EE | $1,093 | $6,799-83.9% | $6,426-83.0% | $5,609-80.5% |
| Admin fee / account holder | $5,340 | $10,917-51.1% | $9,284-42.5% | $10,829-50.7% |