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 | $150,878 | $84,697+78.1% | $73,845+104.3% | $125,393+20.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.33% | 3123.66%-3125.0pp | 2267.91%-2269.2pp | 282.23%-283.6pp |
| Employer contribution / active EE | $22,592 | $3,123+623.3% | $2,788+710.4% | $4,866+364.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $13,385 | $5,692+135.2% | $4,881+174.3% | $9,541+40.3% |