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 | $63,703 | $118,488-46.2% | $98,462-35.3% | $139,487-54.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 10.92% | 18.96%-8.0pp | 21.17%-10.3pp | 373.84%-362.9pp |
| Employer contribution / active EE | $540 | $3,611-85.0% | $3,049-82.3% | $4,755-88.6% |
| Participant deferral / active EE | $3,536 | $5,393-34.4% | $4,738-25.4% | $6,713-47.3% |
| Admin fee / account holder | $685 | $13,868-95.1% | $8,875-92.3% | $11,407-94.0% |