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 | $93,930 | $90,606+3.7% | $79,466+18.2% | $135,379-30.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.68% | 977.69%-968.0pp | 718.28%-708.6pp | 519.79%-510.1pp |
| Employer contribution / active EE | $4,000 | $3,068+30.4% | $2,800+42.8% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $338 | $5,895-94.3% | $5,104-93.4% | $10,828-96.9% |