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 | $186,217 | $140,592+32.5% | $123,105+51.3% | $125,389+48.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.98% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,376 | $6,980+134.6% | $6,229+162.9% | $5,352+206.0% |
| Admin fee / account holder | $3,154 | $11,198-71.8% | $9,014-65.0% | $9,541-66.9% |