Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,147 | $91,198-73.5% | $178,503-86.5% | $79,856-69.8% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 15.72% | 24.20%-8.5pp | 151.12%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,203 | $3,257-63.1% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $644 | $3,237-80.1% | $5,202-87.6% | $3,741-82.8% |
| Admin fee / account holder | $3,022 | $6,748-55.2% | $13,987-78.4% | $5,306-43.0% |