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 | $208,538 | $97,881+113.1% | $80,004+160.7% | $125,389+66.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.34% | 9.36%-12.7pp | 7.63%-11.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $10,000 | $3,128+219.7% | $2,473+304.4% | $4,866+105.5% |
| Participant deferral / active EE | $506 | $3,744-86.5% | $3,204-84.2% | $5,352-90.6% |
| Admin fee / account holder | $903 | $6,278-85.6% | $5,033-82.1% | $9,541-90.5% |