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 | $236,136 | $135,645+74.1% | $110,243+114.2% | $135,380+74.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.08% | 513.24%-509.2pp | 314.76%-310.7pp | 519.81%-515.7pp |
| Employer contribution / active EE | $9,979 | $4,907+103.4% | $3,827+160.8% | $4,779+108.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,841 | $11,458-83.9% | $8,548-78.5% | $10,828-83.0% |