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 | $224,097 | $138,114+62.3% | $125,391+78.7% | $134,545+66.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.25% | 750.88%-764.1pp | 572.41%-585.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $10,798 | $5,246+105.8% | $4,816+124.2% | $4,742+127.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,850 | $11,570+19.7% | $10,009+38.4% | $11,431+21.2% |