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 | $83,526 | $105,200-20.6% | $159,474-47.6% | $85,847-2.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 79.73% | 45.08%+34.7pp | 263.68%-183.9pp | 318.61%-238.9pp |
| Employer contribution / active EE | $18 | $3,319-99.4% | $4,831-99.6% | $2,565-99.3% |
| Participant deferral / active EE | $5,974 | $5,946+0.5% | $7,353-18.8% | $3,952+51.1% |
| Admin fee / account holder | $7,723 | $6,934+11.4% | $10,802-28.5% | $6,261+23.4% |