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 | $208,000 | $150,446+38.3% | $136,297+52.6% | $147,585+40.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.95% | 1049.14%-1034.2pp | 5156.19%-5141.2pp | 578.58%-563.6pp |
| Employer contribution / active EE | $6,300 | $5,256+19.8% | $4,696+34.2% | $4,876+29.2% |
| Participant deferral / active EE | $1,626 | $6,631-75.5% | $6,247-74.0% | $5,439-70.1% |
| Admin fee / account holder | $132,242 | $10,906+1112.6% | $9,244+1330.6% | $10,886+1114.8% |