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 | $94,282 | $166,131-43.2% | $164,975-42.9% | $145,877-35.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 9.55% | 100.37%-90.8pp | 70.12%-60.6pp | 551.28%-541.7pp |
| Employer contribution / active EE | $10,025 | $5,276+90.0% | $4,343+130.8% | $4,663+115.0% |
| Participant deferral / active EE | $1,290 | $6,962-81.5% | $6,033-78.6% | $6,691-80.7% |
| Admin fee / account holder | $1,417 | $16,648-91.5% | $12,688-88.8% | $13,402-89.4% |