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 | $76,594 | $157,296-51.3% | $141,191-45.8% | $152,897-49.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 22.70% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $32,519 | $7,111+357.3% | $6,710+384.6% | $5,851+455.8% |
| Admin fee / account holder | $17,407 | $12,125+43.6% | $10,264+69.6% | $11,599+50.1% |