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 | $215,036 | $211,224+1.8% | $178,505+20.5% | $145,897+47.4% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 14.38% | 30.28%-15.9pp | 27.16%-12.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,222 | $6,966-39.4% | $6,280-32.8% | $6,689-36.9% |
| Admin fee / account holder | $1,705 | $12,109-85.9% | $10,428-83.6% | $13,390-87.3% |