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 | $36,053 | $138,076-73.9% | $123,553-70.8% | $135,380-73.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.20% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,407 | $5,152-72.7% | $4,628-69.6% | $4,779-70.6% |
| Participant deferral / active EE | $1,706 | $6,800-74.9% | $6,426-73.5% | $5,609-69.6% |
| Admin fee / account holder | $1,677 | $10,917-84.6% | $9,284-81.9% | $10,828-84.5% |