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 | $217,321 | $138,076+57.4% | $123,553+75.9% | $135,380+60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.19% | 153.70%-154.9pp | 119.21%-120.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $7,500 | $5,152+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,232 | $10,917-79.6% | $9,284-76.0% | $10,828-79.4% |