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 | $37,756 | $138,076-72.7% | $123,553-69.4% | $135,380-72.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,155 | $5,152-38.8% | $4,628-31.8% | $4,779-34.0% |
| Participant deferral / active EE | $406 | $6,800-94.0% | $6,426-93.7% | $5,609-92.8% |
| Admin fee / account holder | $334 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |