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 | $176,538 | $196,972-10.4% | $182,262-3.1% | $198,609-11.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.99% | 158.27%-153.3pp | 140.60%-135.6pp | 202.70%-197.7pp |
| Employer contribution / active EE | $31,250 | $5,364+482.6% | $5,046+519.3% | $5,055+518.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $21,119 | $18,429+14.6% | $16,712+26.4% | $19,030+11.0% |