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 | $246,073 | $176,688+39.3% | $130,660+88.3% | $152,897+60.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.61% | 2693.08%-2674.5pp | 1709.29%-1690.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $11,291 | $5,743+96.6% | $4,092+175.9% | $4,764+137.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $530 | $7,131-92.6% | $5,463-90.3% | $11,599-95.4% |