Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,738 | $102,422+47.2% | $147,117+2.5% | $80,959+86.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.09% | 135.16%-116.1pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $6,401 | $3,717+72.2% | $4,932+29.8% | $2,757+132.2% |
| Participant deferral / active EE | $2,453 | $6,652-63.1% | $8,065-69.6% | $4,300-43.0% |
| Admin fee / account holder | $4,222 | $7,953-46.9% | $12,993-67.5% | $6,925-39.0% |