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 | $31,281 | $55,470-43.6% | $155,556-79.9% | $74,478-58.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.43% | 269.80%-257.4pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $667 | $2,838-76.5% | $5,631-88.2% | $4,350-84.7% |
| Admin fee / account holder | $677 | $1,744-61.2% | $15,885-95.7% | $1,946-65.2% |