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 | $235,597 | $180,459+30.6% | $154,108+52.9% | $135,380+74.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | 2.44% | 888.21%-885.8pp | 735.21%-732.8pp | 519.81%-517.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,091 | $5,806-81.2% | $5,081-78.5% | $5,609-80.6% |
| Admin fee / account holder | $358 | $16,145-97.8% | $13,411-97.3% | $10,828-96.7% |