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 | $130,084 | $78,670+65.4% | $109,173+19.2% | $85,847+51.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.81% | 25.09%-9.3pp | 25.75%-9.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $10,980 | $2,734+301.6% | $3,723+194.9% | $2,565+328.0% |
| Participant deferral / active EE | $102 | $3,467-97.1% | $4,654-97.8% | $3,952-97.4% |
| Admin fee / account holder | $7,557 | $5,469+38.2% | $6,755+11.9% | $6,261+20.7% |