Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,131 | $93,124-23.6% | $77,100-7.7% | $134,545-47.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.43% | 62.68%-68.1pp | 42.35%-47.8pp | 418.37%-423.8pp |
| Employer contribution / active EE | $2,625 | $3,421-23.3% | $2,815-6.7% | $4,742-44.6% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,955 | $6,970+444.6% | $5,443+597.3% | $11,431+232.0% |