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 | $61,676 | $185,225-66.7% | $142,898-56.8% | $167,553-63.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.10% | 8558.12%-8546.0pp | 5639.64%-5627.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,422 | $5,607-74.6% | $4,146-65.7% | $4,840-70.6% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,000 | $8,032-50.2% | $6,560-39.0% | $12,316-67.5% |