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 | $36,953 | $162,136-77.2% | $152,301-75.7% | $154,746-76.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 17.17% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $8,769 | $4,890+79.3% | $4,624+89.6% | $4,379+100.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,608 | $15,759-70.8% | $14,398-68.0% | $14,365-67.9% |