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 | $198,659 | $226,105-12.1% | $182,540+8.8% | $152,897+29.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.08% | 192.58%-178.5pp | 148.58%-134.5pp | 345.43%-331.3pp |
| Employer contribution / active EE | $23,095 | $4,978+363.9% | $4,076+466.7% | $4,764+384.8% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,570 | $10,706-48.0% | $8,593-35.2% | $11,599-52.0% |