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 | $138,147 | $91,179+51.5% | $178,499-22.6% | $79,852+73.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.10%-138.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $5,100 | $3,256+56.6% | $5,011+1.8% | $2,471+106.4% |
| Participant deferral / active EE | $678 | $3,236-79.0% | $5,202-87.0% | $3,740-81.9% |
| Admin fee / account holder | $3,456 | $6,749-48.8% | $13,986-75.3% | $5,306-34.9% |