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 | $9,913 | $90,617-89.1% | $79,476-87.5% | $135,382-92.7% |
| Participation rate | 92.3% | 76.1%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -6.73% | 977.57%-984.3pp | 718.21%-724.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $2,267 | $3,068-26.1% | $2,800-19.1% | $4,779-52.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,923 | $5,907-67.5% | $5,113-62.4% | $10,829-82.2% |