Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $146,771 | $57,330+156.0% | $86,656+69.4% | $75,177+95.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 146.16% | 2675.40%-2529.2pp | 593.09%-446.9pp | 160.75%-14.6pp |
| Employer contribution / active EE | $6,279 | $2,316+171.1% | $3,025+107.5% | $2,671+135.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,158 | $4,115-47.5% | $5,619-61.6% | $5,651-61.8% |