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 | $51,539 | $138,076-62.7% | $123,553-58.3% | $135,380-61.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.02% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,453 | $5,152-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $620 | $6,800-90.9% | $6,426-90.4% | $5,609-88.9% |
| Admin fee / account holder | $11,191 | $10,917+2.5% | $9,284+20.5% | $10,828+3.3% |