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 | $83,595 | $138,114-39.5% | $125,391-33.3% | $134,545-37.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.24% | 750.88%-767.1pp | 572.41%-588.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,894 | $5,246-44.8% | $4,816-39.9% | $4,742-39.0% |
| Participant deferral / active EE | $1,140 | $7,801-85.4% | $7,448-84.7% | $6,401-82.2% |
| Admin fee / account holder | $25,803 | $11,570+123.0% | $10,009+157.8% | $11,431+125.7% |