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 | $129,419 | $133,998-3.4% | $112,263+15.3% | $134,545-3.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.81% | 47.17%-50.0pp | 27.49%-30.3pp | 418.37%-421.2pp |
| Employer contribution / active EE | $16,650 | $4,040+312.1% | $3,636+357.9% | $4,742+251.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,585 | $7,493+27.9% | $6,410+49.5% | $11,431-16.1% |