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 | $176,089 | $169,161+4.1% | $129,295+36.2% | $145,959+20.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.95% | 14348.07%-14334.1pp | 9429.28%-9415.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $24,989 | $5,543+350.8% | $4,157+501.1% | $4,661+436.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $397,413 | $9,878+3923.2% | $7,665+5084.5% | $13,398+2866.3% |