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 | $13,989 | $96,691-85.5% | $86,656-83.9% | $139,487-90.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.20% | 106.87%-86.7pp | 593.09%-572.9pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,582 | $3,267-51.6% | $3,025-47.7% | $4,755-66.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $368 | $6,414-94.3% | $5,619-93.5% | $11,407-96.8% |