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 | $115,731 | $154,193-24.9% | $130,045-11.0% | $139,466-17.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.39% | 32.51%-6.1pp | -137.30%+163.7pp | 373.66%-347.3pp |
| Employer contribution / active EE | $2,076 | $5,292-60.8% | $4,321-52.0% | $4,754-56.3% |
| Participant deferral / active EE | $1,042 | $6,709-84.5% | $5,820-82.1% | $6,712-84.5% |
| Admin fee / account holder | $2,007 | $13,989-85.7% | $10,600-81.1% | $11,409-82.4% |