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 | $168,546 | $136,860+23.2% | $120,344+40.1% | $154,746+8.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.44% | 21.38%+4.1pp | 20.30%+5.1pp | 172.34%-146.9pp |
| Employer contribution / active EE | $17,812 | $3,533+404.1% | $3,020+489.8% | $4,379+306.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,795 | $15,393+22.1% | $12,742+47.5% | $14,365+30.8% |