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 | $133,053 | $226,105-41.2% | $182,540-27.1% | $152,897-13.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.86% | 192.58%-178.7pp | 148.58%-134.7pp | 345.43%-331.6pp |
| Employer contribution / active EE | $8,663 | $4,978+74.0% | $4,076+112.5% | $4,764+81.9% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,314 | $10,706-31.7% | $8,593-14.9% | $11,599-36.9% |