Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,127 | $77,157+49.2% | $108,405+6.2% | $85,847+34.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 26.46% | 44.55%-18.1pp | 905.55%-879.1pp | 318.61%-292.1pp |
| Employer contribution / active EE | $8,918 | $2,379+274.8% | $3,559+150.6% | $2,565+247.6% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,724 | $5,174-66.7% | $7,297-76.4% | $6,261-72.5% |