Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,349 | $160,070-82.3% | $147,117-80.7% | $145,897-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.47% | 98.69%-72.2pp | 420.54%-394.1pp | 552.29%-525.8pp |
| Employer contribution / active EE | $494 | $5,285-90.6% | $4,932-90.0% | $4,663-89.4% |
| Participant deferral / active EE | $10,483 | $8,419+24.5% | $8,065+30.0% | $6,689+56.7% |
| Admin fee / account holder | $2,913 | $15,035-80.6% | $12,993-77.6% | $13,390-78.2% |