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 | $34,222 | $104,577-67.3% | $76,667-55.4% | $152,909-77.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 23.85% | 1014.36%-990.5pp | 1166.74%-1142.9pp | 345.46%-321.6pp |
| Employer contribution / active EE | $5,169 | $3,119+65.7% | $2,303+124.5% | $4,764+8.5% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,493 | $12,290-71.6% | $6,423-45.6% | $11,601-69.9% |