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 | $42,550 | $160,059-73.4% | $140,019-69.6% | $135,379-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.83% | 911.44%-913.3pp | 651.15%-653.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $2,324 | $6,420-63.8% | $5,605-58.5% | $4,779-51.4% |
| Participant deferral / active EE | $1,956 | $7,641-74.4% | $6,927-71.8% | $5,609-65.1% |
| Admin fee / account holder | $1,140 | $13,328-91.4% | $10,705-89.4% | $10,828-89.5% |