Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,560 | $108,911-6.7% | $100,392+1.2% | $145,884-30.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.14% | 58.23%-42.1pp | 49.45%-33.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,500 | $8,459+166.0% | $8,090+178.1% | $6,690+236.3% |
| Admin fee / account holder | $784 | $9,698-91.9% | $7,904-90.1% | $13,392-94.1% |