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 | $44,115 | $85,766-48.6% | $136,298-67.6% | $70,126-37.1% |
| Participation rate | 93.7% | 74.2%+19.5pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 28.98% | 31.46%-2.5pp | 5156.27%-5127.3pp | 73.15%-44.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,122 | $5,051+120.2% | $6,247+78.0% | $3,332+233.8% |
| Admin fee / account holder | $885 | $5,421-83.7% | $9,244-90.4% | $4,646-81.0% |