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 | $189,013 | $160,070+18.1% | $147,117+28.5% | $145,897+29.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 11.11% | 98.69%-87.6pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,019 | $5,285-80.7% | $4,932-79.3% | $4,663-78.1% |
| Participant deferral / active EE | $4,395 | $8,419-47.8% | $8,065-45.5% | $6,689-34.3% |
| Admin fee / account holder | $21,729 | $15,035+44.5% | $12,993+67.2% | $13,390+62.3% |