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 | $196,467 | $96,643+103.3% | $86,617+126.8% | $139,456+40.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.72% | 106.57%-90.8pp | 591.91%-576.2pp | 373.45%-357.7pp |
| Employer contribution / active EE | $12,826 | $3,264+292.9% | $3,023+324.2% | $4,753+169.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,263 | $6,406-17.9% | $5,613-6.2% | $11,407-53.9% |