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 | $188,296 | $45,152+317.0% | $73,836+155.0% | $59,633+215.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.59% | 27.40%-26.8pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $10,384 | $1,901+446.2% | $2,787+272.5% | $2,203+371.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,876 | $3,515+465.5% | $4,882+307.1% | $4,297+362.6% |