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 | $130,057 | $160,028-18.7% | $147,080-11.6% | $145,884-10.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 31.11% | 98.60%-67.5pp | 420.17%-389.1pp | 551.85%-520.7pp |
| Employer contribution / active EE | $920 | $5,286-82.6% | $4,933-81.3% | $4,662-80.3% |
| Participant deferral / active EE | $5,559 | $8,422-34.0% | $8,066-31.1% | $6,690-16.9% |
| Admin fee / account holder | $764 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |