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 | $140,086 | $132,099+6.0% | $115,599+21.2% | $138,895+0.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.81% | 176.76%-163.9pp | 111.10%-98.3pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,136 | $3,416-66.7% | $2,955-61.6% | $4,194-72.9% |
| Participant deferral / active EE | $1,037 | $5,617-81.5% | $4,889-78.8% | $6,396-83.8% |
| Admin fee / account holder | $6,556 | $15,650-58.1% | $12,841-48.9% | $12,562-47.8% |