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 | $19,331 | $90,607-78.7% | $79,467-75.7% | $135,380-85.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.62% | 977.74%-980.4pp | 718.30%-720.9pp | 519.81%-522.4pp |
| Employer contribution / active EE | $3,412 | $3,068+11.2% | $2,800+21.8% | $4,779-28.6% |
| Participant deferral / active EE | $117 | $4,050-97.1% | $3,704-96.8% | $5,609-97.9% |
| Admin fee / account holder | $4,619 | $5,895-21.7% | $5,104-9.5% | $10,828-57.3% |