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 | $42,941 | $196,972-78.2% | $182,262-76.4% | $198,609-78.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.23% | 158.27%-138.0pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,296 | $8,643+100.1% | $8,276+109.0% | $6,977+147.9% |
| Admin fee / account holder | $7,673 | $18,429-58.4% | $16,712-54.1% | $19,030-59.7% |