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 | $204,793 | $126,519+61.9% | $106,201+92.8% | $145,959+40.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.68% | 225.10%-215.4pp | 116.26%-106.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $16,667 | $3,726+347.3% | $3,170+425.8% | $4,661+257.6% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,358 | $17,312-69.1% | $11,039-51.5% | $13,398-60.0% |