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 | $172,361 | $106,247+62.2% | $96,515+78.6% | $139,466+23.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 73.14% | 38.47%+34.7pp | 35.73%+37.4pp | 373.66%-300.5pp |
| Employer contribution / active EE | $12,997 | $4,106+216.6% | $3,740+247.6% | $4,754+173.4% |
| Participant deferral / active EE | $149 | $5,456-97.3% | $4,880-97.0% | $6,712-97.8% |
| Admin fee / account holder | $1,100 | $7,885-86.0% | $6,735-83.7% | $11,409-90.4% |