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 | $17,400 | $73,546-76.3% | $63,018-72.4% | $147,586-88.2% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.1pp | 82.8%+10.0pp |
| Annual return | 13.99% | 175.56%-161.6pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $621 | $3,324-81.3% | $2,761-77.5% | $4,876-87.3% |
| Participant deferral / active EE | $621 | $4,185-85.2% | $3,330-81.3% | $5,439-88.6% |
| Admin fee / account holder | $609 | $5,956-89.8% | $3,601-83.1% | $10,886-94.4% |