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 | $188,598 | $114,093+65.3% | $96,171+96.1% | $167,536+12.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.26% | 190.00%-178.7pp | 192.04%-180.8pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,748 | $3,429-49.0% | $2,799-37.6% | $4,839-63.9% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $497 | $6,899-92.8% | $5,538-91.0% | $12,315-96.0% |