Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,586 | $85,766-32.9% | $136,298-57.7% | $70,126-17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 530.05% | 31.46%+498.6pp | 5156.27%-4626.2pp | 73.15%+456.9pp |
| Employer contribution / active EE | $15,700 | $2,966+429.3% | $4,696+234.4% | $2,343+570.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $576 | $5,421-89.4% | $9,244-93.8% | $4,645-87.6% |