Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,040 | $158,393-60.8% | $143,412-56.7% | $155,188-60.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 9.72% | 324.22%-314.5pp | 256.99%-247.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $176 | $3,911-95.5% | $3,748-95.3% | $4,248-95.9% |
| Participant deferral / active EE | $390 | $7,193-94.6% | $6,816-94.3% | $6,531-94.0% |
| Admin fee / account holder | $8,168 | $12,964-37.0% | $11,396-28.3% | $14,480-43.6% |