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 | $29,522 | $107,363-72.5% | $92,909-68.2% | $152,897-80.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 17.26% | 145.63%-128.4pp | 109.44%-92.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $2,740 | $4,222-35.1% | $3,653-25.0% | $4,764-42.5% |
| Participant deferral / active EE | $1,051 | $4,848-78.3% | $4,238-75.2% | $5,851-82.0% |
| Admin fee / account holder | $306 | $7,082-95.7% | $5,795-94.7% | $11,599-97.4% |