Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,045 | $201,370-80.1% | $184,256-78.3% | $145,897-72.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.14% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $5,388 | $7,024-23.3% | $6,427-16.2% | $4,663+15.6% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,241 | $16,364-92.4% | $13,899-91.1% | $13,390-90.7% |