Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,056 | $92,743-41.7% | $82,744-34.7% | $134,532-59.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 59.91% | 946.63%-886.7pp | 702.22%-642.3pp | 418.27%-358.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $571 | $4,802-88.1% | $4,395-87.0% | $6,401-91.1% |
| Admin fee / account holder | $126,393 | $5,977+2014.5% | $5,325+2273.7% | $11,429+1005.9% |