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 | $45,117 | $166,131-72.8% | $164,975-72.7% | $145,877-69.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 14.02% | 100.37%-86.3pp | 70.12%-56.1pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,240 | $5,276-76.5% | $4,343-71.4% | $4,663-73.4% |
| Participant deferral / active EE | $1,791 | $6,962-74.3% | $6,033-70.3% | $6,691-73.2% |
| Admin fee / account holder | $628 | $16,648-96.2% | $12,688-95.0% | $13,402-95.3% |