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 | $38,384 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.95% | 1049.15%-1026.2pp | 5156.27%-5133.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,406 | $5,256-73.3% | $4,696-70.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,533 | $6,631-76.9% | $6,247-75.5% | $5,439-71.8% |
| Admin fee / account holder | $2,603 | $10,906-76.1% | $9,244-71.8% | $10,886-76.1% |