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 | $80,060 | $171,865-53.4% | $149,718-46.5% | $147,585-45.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.61% | 2113.29%-2103.7pp | 1501.67%-1492.1pp | 578.56%-568.9pp |
| Employer contribution / active EE | $3,798 | $6,275-39.5% | $5,445-30.2% | $4,876-22.1% |
| Participant deferral / active EE | $1,779 | $7,270-75.5% | $6,569-72.9% | $5,439-67.3% |
| Admin fee / account holder | $196,190 | $13,799+1321.7% | $11,283+1638.9% | $10,885+1702.3% |