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 | $205,740 | $157,276+30.8% | $141,177+45.7% | $152,885+34.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 22.28% | 64.33%-42.1pp | 71.40%-49.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $200 | $7,110-97.2% | $6,710-97.0% | $5,851-96.6% |
| Admin fee / account holder | $49,485 | $12,123+308.2% | $10,263+382.2% | $11,598+326.7% |