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 | $102,812 | $138,075-25.5% | $123,552-16.8% | $135,379-24.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.10% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $15,107 | $5,152+193.2% | $4,628+226.4% | $4,779+216.1% |
| Participant deferral / active EE | $998 | $6,800-85.3% | $6,426-84.5% | $5,609-82.2% |
| Admin fee / account holder | $2,804 | $10,917-74.3% | $9,285-69.8% | $10,828-74.1% |