Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,287 | $155,555-83.1% | $146,866-82.1% | $155,188-83.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 19.77% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,126 | $8,044+100.5% | $7,759+107.8% | $6,531+146.9% |
| Admin fee / account holder | $4,831 | $14,755-67.3% | $13,620-64.5% | $14,480-66.6% |