Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,968 | $82,678-22.6% | $125,391-49.0% | $68,490-6.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 17.95% | -5.97%+23.9pp | 572.41%-554.5pp | -7.85%+25.8pp |
| Employer contribution / active EE | $5,040 | $3,382+49.0% | $4,816+4.7% | $2,597+94.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,848 | $6,277-70.6% | $10,009-81.5% | $5,403-65.8% |