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 | $21,369 | $67,396-68.3% | $60,919-64.9% | $134,545-84.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -17.11% | 50.12%-67.2pp | 16.96%-34.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,442 | $3,101-21.2% | $2,704-9.7% | $4,742-48.5% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,413 | $4,590+61.5% | $3,228+129.7% | $11,431-35.1% |