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 | $89,024 | $88,778+0.3% | $81,844+8.8% | $145,884-39.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 25.31% | 1033.03%-1007.7pp | 778.87%-753.6pp | 551.85%-526.5pp |
| Employer contribution / active EE | $5,817 | $3,087+88.4% | $2,916+99.5% | $4,662+24.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $968 | $8,430-88.5% | $7,355-86.8% | $13,392-92.8% |