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 | $205,886 | $198,457+3.7% | $170,435+20.8% | $147,586+39.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.01% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,356 | $6,183-61.9% | $5,432-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $1,848 | $5,629-67.2% | $4,939-62.6% | $5,439-66.0% |
| Admin fee / account holder | $9,385 | $16,852-44.3% | $13,881-32.4% | $10,886-13.8% |