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 | $29,999 | $180,462-83.4% | $154,111-80.5% | $135,379-77.8% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -5.04% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $1,487 | $6,036-75.4% | $5,298-71.9% | $4,779-68.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,434 | $16,145-72.5% | $13,411-66.9% | $10,828-59.1% |