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 | $102,857 | $152,612-32.6% | $125,192-17.8% | $152,897-32.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.50% | 54.85%-37.3pp | 43.79%-26.3pp | 345.43%-327.9pp |
| Employer contribution / active EE | $4,696 | $4,947-5.1% | $3,866+21.5% | $4,764-1.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,624 | $13,437-43.3% | $9,704-21.4% | $11,599-34.3% |