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 | $101,697 | $166,020-38.7% | $164,866-38.3% | $145,959-30.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.64% | 100.08%-89.4pp | 69.97%-59.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,649 | $6,961-4.5% | $6,033+10.2% | $6,689-0.6% |
| Admin fee / account holder | $86,804 | $16,644+421.5% | $12,689+584.1% | $13,398+547.9% |