Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $192,553 | $86,949+121.5% | $102,460+87.9% | $80,959+137.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 46.05% | 18.89%+27.2pp | 29.47%+16.6pp | 35.67%+10.4pp |
| Employer contribution / active EE | $19,933 | $2,370+741.2% | $3,025+558.9% | $2,757+622.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,290 | $8,048-46.7% | $9,460-54.7% | $6,925-38.1% |