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 | $35,439 | $148,629-76.2% | $135,982-73.9% | $139,487-74.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 25.65% | 79.33%-53.7pp | 68.32%-42.7pp | 373.84%-348.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,532 | $8,102+79.4% | $7,760+87.3% | $6,713+116.5% |
| Admin fee / account holder | $803 | $12,406-93.5% | $10,767-92.5% | $11,407-93.0% |