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 | $81,243 | $160,059-49.2% | $140,019-42.0% | $135,380-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.90% | 911.48%-918.4pp | 651.17%-658.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,568 | $6,420-75.6% | $5,605-72.0% | $4,779-67.2% |
| Participant deferral / active EE | $2,334 | $7,641-69.5% | $6,927-66.3% | $5,609-58.4% |
| Admin fee / account holder | $541 | $13,328-95.9% | $10,705-94.9% | $10,828-95.0% |