Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,726 | $96,361-89.9% | $80,607-87.9% | $139,456-93.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.60% | 1350.95%-1332.3pp | 936.11%-917.5pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $725 | $5,232-86.1% | $4,448-83.7% | $6,711-89.2% |
| Admin fee / account holder | $9,683 | $6,601+46.7% | $5,379+80.0% | $11,407-15.1% |