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 | $79,950 | $96,123-16.8% | $77,361+3.3% | $198,609-59.7% |
| Participation rate | 78.3% | 81.1%-2.9pp | 75.0%+3.3pp | 82.4%-4.1pp |
| Annual return | 518.41% | 2054.81%-1536.4pp | 1011.54%-493.1pp | 202.70%+315.7pp |
| Employer contribution / active EE | $32,897 | $3,791+767.8% | $2,990+1000.2% | $5,055+550.7% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,528 | $9,471+11.2% | $5,894+78.6% | $19,030-44.7% |