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 | $22,995 | $176,120-86.9% | $159,487-85.6% | $167,553-86.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $4,830 | $5,299-8.8% | $4,8310% | $4,840-0.2% |
| Participant deferral / active EE | $2,569 | $7,752-66.9% | $7,354-65.1% | $6,343-59.5% |
| Admin fee / account holder | $17,408 | $12,561+38.6% | $10,804+61.1% | $12,316+41.3% |