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 | $212,384 | $96,419+120.3% | $80,648+163.3% | $139,487+52.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 139.00% | 1352.86%-1213.9pp | 937.21%-798.2pp | 373.84%-234.8pp |
| Employer contribution / active EE | $8,169 | $3,261+150.5% | $2,724+199.9% | $4,755+71.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,464 | $6,605+43.3% | $5,382+75.8% | $11,407-17.0% |