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 | $52,209 | $180,462-71.1% | $154,111-66.1% | $135,379-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.73% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,403 | $6,036-60.2% | $5,298-54.6% | $4,779-49.7% |
| Participant deferral / active EE | $703 | $5,806-87.9% | $5,081-86.2% | $5,609-87.5% |
| Admin fee / account holder | $430 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |