Sign up free to preview peer percentile detail
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 | $111,732 | $254,759-56.1% | $216,567-48.4% | $198,609-43.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.91% | 10.04%+9.9pp | 12.94%+7.0pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,444 | $6,096-76.3% | $5,216-72.3% | $5,055-71.4% |
| Participant deferral / active EE | $7,932 | $6,948+14.2% | $6,191+28.1% | $6,977+13.7% |
| Admin fee / account holder | $1,053 | $26,311-96.0% | $21,981-95.2% | $19,030-94.5% |