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 | $160,802 | $102,422+57.0% | $147,117+9.3% | $80,959+98.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 76.85% | 135.16%-58.3pp | 420.54%-343.7pp | 35.67%+41.2pp |
| Employer contribution / active EE | $15,421 | $3,717+314.8% | $4,932+212.6% | $2,757+459.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,625 | $7,953-79.6% | $12,993-87.5% | $6,925-76.5% |