Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,952 | $162,136-72.9% | $152,301-71.1% | $154,746-71.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 21.13% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,021 | $8,341+44.1% | $8,004+50.2% | $6,730+78.6% |
| Admin fee / account holder | $1,081 | $15,759-93.1% | $14,398-92.5% | $14,365-92.5% |