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 | $21,873 | $92,743-76.4% | $82,744-73.6% | $134,532-83.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.40% | 946.63%-967.0pp | 702.22%-722.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,081 | $3,273-5.9% | $3,008+2.4% | $4,741-35.0% |
| Participant deferral / active EE | $140 | $4,802-97.1% | $4,395-96.8% | $6,401-97.8% |
| Admin fee / account holder | $1,733 | $5,977-71.0% | $5,325-67.5% | $11,429-84.8% |