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 | $198,587 | $201,344-1.4% | $184,243+7.8% | $145,877+36.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.36% | 29.01%-15.7pp | 28.82%-15.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,892 | $9,807+41.7% | $9,132+52.1% | $6,691+107.6% |
| Admin fee / account holder | $1,395 | $16,382-91.5% | $13,914-90.0% | $13,402-89.6% |