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 | $33,559 | $45,566-26.4% | $64,105-47.6% | $59,633-43.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 10.98% | 4.95%+6.0pp | 791.24%-780.3pp | 2041.45%-2030.5pp |
| Employer contribution / active EE | $12,500 | $934+1238.2% | $1,820+586.8% | $2,203+467.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,245 | $3,268-0.7% | $4,499-27.9% | $4,297-24.5% |