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 | $132,084 | $78,707+67.8% | $117,861+12.1% | $70,126+88.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.57% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,914 | $2,223-13.9% | $3,786-49.5% | $2,343-18.3% |
| Participant deferral / active EE | $1,079 | $3,297-67.3% | $4,482-75.9% | $3,332-67.6% |
| Admin fee / account holder | $8,540 | $5,066+68.6% | $8,021+6.5% | $4,645+83.8% |