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 | $173,874 | $150,447+15.6% | $136,298+27.6% | $147,586+17.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.27% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,321 | $6,631-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $24,153 | $10,906+121.5% | $9,244+161.3% | $10,886+121.9% |