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 | $128,363 | $176,402-27.2% | $134,162-4.3% | $158,982-19.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.42% | 63.66%-59.2pp | 36.35%-31.9pp | 302.99%-298.6pp |
| Employer contribution / active EE | $22,643 | $5,042+349.1% | $3,705+511.2% | $4,763+375.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $317 | $8,719-96.4% | $6,685-95.3% | $11,252-97.2% |