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 | $55,956 | $202,342-72.3% | $172,752-67.6% | $152,897-63.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.77% | 1029.83%-1015.1pp | 802.97%-788.2pp | 345.43%-330.7pp |
| Employer contribution / active EE | $11,667 | $5,858+99.2% | $5,144+126.8% | $4,764+144.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $539 | $17,111-96.8% | $13,955-96.1% | $11,599-95.4% |