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 | $99,394 | $110,083-9.7% | $151,639-34.5% | $68,486+45.1% |
| Participation rate | 73.7% | 84.0%-10.3pp | 87.5%-13.8pp | 67.9%+5.8pp |
| Annual return | -18.47% | -10.12%-8.3pp | 3.34%-21.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $784 | $4,470-82.5% | $6,165-87.3% | $2,597-69.8% |
| Participant deferral / active EE | $7,681 | $6,526+17.7% | $8,363-8.2% | $4,028+90.7% |
| Admin fee / account holder | $442 | $7,718-94.3% | $11,613-96.2% | $5,404-91.8% |