Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,906 | $155,555-83.3% | $146,866-82.4% | $155,188-83.3% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 149.70% | 115.41%+34.3pp | 102.85%+46.8pp | 148.84%+0.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,815 | $8,044+34.4% | $7,759+39.4% | $6,531+65.6% |
| Admin fee / account holder | $576 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |