Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,434 | $100,073-84.6% | $85,126-81.9% | $145,877-89.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 25.06% | 84.11%-59.1pp | 66.63%-41.6pp | 551.28%-526.2pp |
| Employer contribution / active EE | $5,418 | $3,236+67.4% | $2,731+98.4% | $4,663+16.2% |
| Participant deferral / active EE | $253 | $5,294-95.2% | $4,523-94.4% | $6,691-96.2% |
| Admin fee / account holder | $2,712 | $7,261-62.7% | $6,160-56.0% | $13,402-79.8% |