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 | $40,501 | $166,131-75.6% | $164,975-75.5% | $145,877-72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.02% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $4,555 | $5,276-13.7% | $4,343+4.9% | $4,663-2.3% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,333 | $16,648-92.0% | $12,688-89.5% | $13,402-90.1% |