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 | $96,691+103.2% | $86,656+126.7% | $139,487+40.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.72% | 106.87%-91.1pp | 593.09%-577.4pp | 373.84%-358.1pp |
| Employer contribution / active EE | $12,826 | $3,267+292.6% | $3,025+323.9% | $4,755+169.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,263 | $6,414-18.0% | $5,619-6.3% | $11,407-53.9% |