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 | $69,102 | $98,766-30.0% | $149,730-53.8% | $79,852-13.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 61.15% | 27.43%+33.7pp | 276.70%-215.6pp | 31.72%+29.4pp |
| Employer contribution / active EE | $5,444 | $3,217+69.2% | $4,645+17.2% | $2,471+120.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,504 | $6,052-75.2% | $9,310-83.9% | $5,306-71.7% |