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 | $168,409 | $198,461-15.1% | $170,436-1.2% | $147,585+14.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.09% | 257.30%-246.2pp | 205.94%-194.8pp | 578.57%-567.5pp |
| Employer contribution / active EE | $7,400 | $6,184+19.7% | $5,433+36.2% | $4,876+51.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,199 | $16,852-81.0% | $13,880-77.0% | $10,885-70.6% |