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 | $161,466 | $138,075+16.9% | $123,552+30.7% | $135,379+19.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $10,294 | $5,152+99.8% | $4,628+122.4% | $4,779+115.4% |
| Participant deferral / active EE | $943 | $6,800-86.1% | $6,426-85.3% | $5,609-83.2% |
| Admin fee / account holder | $21,459 | $10,917+96.6% | $9,285+131.1% | $10,828+98.2% |