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 | $138,226 | $217,432-36.4% | $185,849-25.6% | $167,536-17.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.04% | 148.42%-122.4pp | 122.10%-96.1pp | 478.82%-452.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $672 | $6,357-89.4% | $5,569-87.9% | $6,342-89.4% |
| Admin fee / account holder | $747 | $19,818-96.2% | $16,244-95.4% | $12,315-93.9% |