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 | $63,043 | $105,145-40.0% | $94,664-33.4% | $139,466-54.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 38.09%-16.6pp | 156.84%-135.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $7,027 | $4,107+71.1% | $3,673+91.3% | $4,754+47.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,345 | $8,972+104.5% | $7,222+154.0% | $11,409+60.8% |