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 | $142,225 | $152,597-6.8% | $117,533+21.0% | $134,532+5.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.76% | 53.04%-72.8pp | 29.77%-49.5pp | 418.27%-438.0pp |
| Employer contribution / active EE | $16,721 | $5,576+199.9% | $4,179+300.1% | $4,741+252.7% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,336 | $7,007-66.7% | $5,647-58.6% | $11,429-79.6% |