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 | $169,602 | $91,536+85.3% | $130,062+30.4% | $75,177+125.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.31% | -631.62%+645.9pp | -137.37%+151.7pp | 160.75%-146.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,021 | $4,343+61.7% | $5,821+20.6% | $4,126+70.2% |
| Admin fee / account holder | $8,518 | $6,780+25.6% | $10,601-19.6% | $5,651+50.7% |