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 | $150,981 | $71,197+112.1% | $93,669+61.2% | $80,925+86.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.62% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $5,143 | $1,565+228.7% | $2,424+112.2% | $2,756+86.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,176 | $6,959+46.2% | $8,291+22.7% | $6,940+46.6% |