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 | $53,313 | $100,811-47.1% | $86,698-38.5% | $134,545-60.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.80% | 29.11%-45.9pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $507 | $3,490-85.5% | $2,837-82.1% | $4,742-89.3% |
| Participant deferral / active EE | $2,927 | $5,339-45.2% | $4,656-37.1% | $6,401-54.3% |
| Admin fee / account holder | $4,455 | $10,926-59.2% | $7,492-40.5% | $11,431-61.0% |