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.
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 | $68,239 | $67,894+0.5% | $89,340-23.6% | $82,448-17.2% |
| Participation rate | 85.3% | 64.0%+21.2pp | 69.6%+15.7pp | 68.1%+17.2pp |
| Annual return | 251.20% | 19.21%+232.0pp | 20.57%+230.6pp | 41.64%+209.6pp |
| Employer contribution / active EE | $275 | $1,828-85.0% | $2,231-87.7% | $2,551-89.2% |
| Participant deferral / active EE | $3,067 | $3,072-0.2% | $3,823-19.8% | $4,139-25.9% |
| Admin fee / account holder | $11,300 | $5,723+97.5% | $6,704+68.6% | $7,234+56.2% |