Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $136,057 | $129,737+4.9% | $119,126+14.2% | $154,746-12.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.62% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $869 | $4,375-80.1% | $4,034-78.5% | $4,379-80.2% |
| Participant deferral / active EE | $5,499 | $5,842-5.9% | $5,318+3.4% | $6,730-18.3% |
| Admin fee / account holder | $8,856 | $11,961-26.0% | $10,693-17.2% | $14,365-38.3% |