Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $126,501 | $90,607+39.6% | $79,467+59.2% | $135,380-6.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 268.84% | 977.74%-708.9pp | 718.30%-449.5pp | 519.81%-251.0pp |
| Employer contribution / active EE | $3,230 | $3,068+5.3% | $2,800+15.3% | $4,779-32.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $403 | $5,895-93.2% | $5,104-92.1% | $10,828-96.3% |