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 | $43,247 | $48,274-10.4% | $63,244-31.6% | $59,633-27.5% |
| Participation rate | 94.2% | 66.3%+27.9pp | 71.0%+23.2pp | 68.7%+25.6pp |
| Annual return | -1.74% | -240.79%+239.0pp | -70.31%+68.6pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $4,825 | $1,586+204.2% | $2,322+107.8% | $2,203+119.1% |
| Participant deferral / active EE | $616 | $2,343-73.7% | $2,953-79.1% | $3,192-80.7% |
| Admin fee / account holder | $2,281 | $3,600-36.6% | $5,893-61.3% | $4,297-46.9% |