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 | $129,048 | $138,114-6.6% | $125,391+2.9% | $134,545-4.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $893 | $5,246-83.0% | $4,816-81.5% | $4,742-81.2% |
| Participant deferral / active EE | $4,727 | $7,801-39.4% | $7,448-36.5% | $6,401-26.2% |
| Admin fee / account holder | $5,501 | $11,570-52.5% | $10,009-45.0% | $11,431-51.9% |