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 | $40,923 | $183,988-77.8% | $162,177-74.8% | $152,897-73.2% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.8pp | 82.5%+8.9pp |
| Annual return | 21.99% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,527 | $6,370-76.0% | $5,613-72.8% | $4,764-67.9% |
| Participant deferral / active EE | $2,462 | $8,032-69.3% | $7,297-66.3% | $5,851-57.9% |
| Admin fee / account holder | $2,879 | $13,123-78.1% | $10,843-73.4% | $11,599-75.2% |