Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,123 | $202,342-52.5% | $172,753-44.4% | $152,909-37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.86% | 1029.88%-1007.0pp | 803.00%-780.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $10,663 | $5,857+82.0% | $5,144+107.3% | $4,764+123.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $792 | $17,112-95.4% | $13,956-94.3% | $11,601-93.2% |