Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $215,050 | $185,312+16.0% | $161,489+33.2% | $154,746+39.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.32% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,582 | $4,769-45.9% | $4,268-39.5% | $4,379-41.0% |
| Participant deferral / active EE | $160 | $6,350-97.5% | $5,630-97.2% | $6,730-97.6% |
| Admin fee / account holder | $26,843 | $18,654+43.9% | $16,006+67.7% | $14,365+86.9% |