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 | $100,073 | $90,486+10.6% | $78,676+27.2% | $273,972-63.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 6.38% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,025 | $3,901+208.2% | $3,517+241.9% | $5,287+127.4% |
| Admin fee / account holder | $1,219 | $5,263-76.8% | $4,510-73.0% | $10,133-88.0% |