Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $90,216 | $162,136-44.4% | $152,301-40.8% | $154,746-41.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 44.95% | 91.02%-46.1pp | 80.50%-35.5pp | 172.34%-127.4pp |
| Employer contribution / active EE | $348 | $4,890-92.9% | $4,624-92.5% | $4,379-92.1% |
| Participant deferral / active EE | $23,528 | $8,341+182.1% | $8,004+194.0% | $6,730+249.6% |
| Admin fee / account holder | $16,382 | $15,759+4.0% | $14,398+13.8% | $14,365+14.0% |