Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,819 | $108,897-52.4% | $100,378-48.4% | $145,877-64.5% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.1pp | 80.3%+15.3pp |
| Annual return | 16.43% | 58.17%-41.7pp | 49.41%-33.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,611 | $8,455+132.0% | $8,087+142.5% | $6,691+193.1% |
| Admin fee / account holder | $17,192 | $9,690+77.4% | $7,899+117.6% | $13,402+28.3% |