Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $212,068 | $157,296+34.8% | $141,191+50.2% | $152,897+38.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 187.09% | 64.34%+122.8pp | 71.41%+115.7pp | 345.43%-158.3pp |
| Employer contribution / active EE | $14,560 | $5,262+176.7% | $4,736+207.4% | $4,764+205.7% |
| Participant deferral / active EE | $114 | $7,111-98.4% | $6,710-98.3% | $5,851-98.1% |
| Admin fee / account holder | $596 | $12,125-95.1% | $10,264-94.2% | $11,599-94.9% |