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 | $90,059 | $97,732-7.9% | $83,831+7.4% | $135,380-33.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 15.11% | 1287.56%-1272.4pp | 850.99%-835.9pp | 519.81%-504.7pp |
| Employer contribution / active EE | $1,980 | $4,222-53.1% | $3,631-45.5% | $4,779-58.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,169 | $6,675-37.5% | $5,479-23.9% | $10,828-61.5% |