Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,311 | $175,231-77.0% | $149,696-73.1% | $139,466-71.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.25% | 166.77%-147.5pp | 134.46%-115.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $971 | $5,478-82.3% | $4,821-79.9% | $4,754-79.6% |
| Participant deferral / active EE | $5,465 | $6,521-16.2% | $5,682-3.8% | $6,712-18.6% |
| Admin fee / account holder | $571 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |