Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,805 | $175,231-73.9% | $149,696-69.4% | $139,466-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.24% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,466 | $5,478-55.0% | $4,821-48.8% | $4,754-48.1% |
| Participant deferral / active EE | $1,130 | $6,521-82.7% | $5,682-80.1% | $6,712-83.2% |
| Admin fee / account holder | $2,131 | $16,155-86.8% | $13,212-83.9% | $11,409-81.3% |