Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $166,359 | $165,399+0.6% | $149,745+11.1% | $158,982+4.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.31% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $832 | $5,105-83.7% | $4,646-82.1% | $4,763-82.5% |
| Participant deferral / active EE | $5,892 | $7,183-18.0% | $6,843-13.9% | $5,983-1.5% |
| Admin fee / account holder | $4,051 | $10,811-62.5% | $9,312-56.5% | $11,252-64.0% |