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 | $166,051 | $106,008+56.6% | $92,240+80.0% | $147,586+12.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.31% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $19,814 | $4,333+357.2% | $3,680+438.5% | $4,876+306.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,406 | $6,333-14.6% | $5,194+4.1% | $10,886-50.3% |