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 | $205,846 | $160,028+28.6% | $147,080+40.0% | $145,884+41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $2,725 | $5,286-48.4% | $4,933-44.8% | $4,662-41.5% |
| Participant deferral / active EE | $1,422 | $8,422-83.1% | $8,066-82.4% | $6,690-78.7% |
| Admin fee / account holder | $39,380 | $15,030+162.0% | $12,989+203.2% | $13,392+194.1% |