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 | $41,724 | $163,960-74.6% | $93,759-55.5% | - |
| Participation rate | 80.8% | 66.2%+14.6pp | 81.0%-0.2pp | - |
| Annual return | 169.76% | -11.87%+181.6pp | -11.33%+181.1pp | - |
| Employer contribution / active EE | $808 | $2,306-65.0% | $4,324-81.3% | - |
| Participant deferral / active EE | $4,495 | $3,979+13.0% | $6,096-26.3% | - |
| Admin fee / account holder | $1,607 | $34,394-95.3% | $7,197-77.7% | - |