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 | $49,841 | $107,368-53.6% | $92,915-46.4% | $152,909-67.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.87% | 145.64%-127.8pp | 109.45%-91.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,000 | $4,848+44.4% | $4,238+65.2% | $5,851+19.6% |
| Admin fee / account holder | $480 | $7,082-93.2% | $5,796-91.7% | $11,601-95.9% |