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 | $51,193 | $85,206-39.9% | $172,745-70.4% | $72,986-29.9% |
| Participation rate | 72.2% | 70.1%+2.2pp | 82.6%-10.4pp | 69.5%+2.7pp |
| Annual return | 21.43% | 27.32%-5.9pp | 802.90%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,068 | $3,260-5.9% | $5,197-41.0% | $3,607-14.9% |
| Admin fee / account holder | $3,477 | $5,883-40.9% | $13,954-75.1% | $5,124-32.1% |