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 | $122,651 | $160,059-23.4% | $140,019-12.4% | $135,379-9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.24% | 911.44%-905.2pp | 651.15%-644.9pp | 519.79%-513.5pp |
| Employer contribution / active EE | $8,845 | $6,420+37.8% | $5,605+57.8% | $4,779+85.1% |
| Participant deferral / active EE | $401 | $7,641-94.8% | $6,927-94.2% | $5,609-92.9% |
| Admin fee / account holder | $19,225 | $13,328+44.2% | $10,705+79.6% | $10,828+77.6% |