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 | $105,555 | $99,668+5.9% | $86,451+22.1% | $134,545-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.71% | 6789.61%-6802.3pp | 4398.51%-4411.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $9,434 | $4,403+114.3% | $3,770+150.3% | $4,742+99.0% |
| Participant deferral / active EE | $250 | $7,249-96.6% | $6,953-96.4% | $6,401-96.1% |
| Admin fee / account holder | $1,773 | $8,377-78.8% | $6,734-73.7% | $11,431-84.5% |