Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $83,581 | $102,429-18.4% | $147,096-43.2% | $80,925+3.3% |
| Participation rate | 78.9% | 75.9%+3.1pp | 82.2%-3.2pp | 67.7%+11.3pp |
| Annual return | 267.02% | 135.02%+132.0pp | 419.75%-152.7pp | 35.65%+231.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,607 | $6,649+149.8% | $8,071+105.8% | $4,299+286.3% |
| Admin fee / account holder | $8,223 | $7,957+3.3% | $13,005-36.8% | $6,940+18.5% |