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 | $20,690 | $82,630-75.0% | $64,105-67.7% | $125,388-83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.38% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,754 | $2,671-34.3% | $1,820-3.6% | $4,866-63.9% |
| Participant deferral / active EE | $691 | $3,608-80.9% | $2,822-75.5% | $5,352-87.1% |
| Admin fee / account holder | $6,098 | $6,382-4.4% | $4,499+35.5% | $9,541-36.1% |