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 | $31,721 | $125,190-74.7% | $105,624-70.0% | $145,897-78.3% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 13.86% | 225.22%-211.4pp | 116.20%-102.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,213 | $3,720-67.4% | $3,168-61.7% | $4,663-74.0% |
| Participant deferral / active EE | $1,269 | $5,716-77.8% | $5,013-74.7% | $6,689-81.0% |
| Admin fee / account holder | $936 | $17,138-94.5% | $10,961-91.5% | $13,390-93.0% |