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 | $103,528 | $162,136-36.1% | $152,301-32.0% | $154,746-33.1% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 15.78% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $715 | $4,890-85.4% | $4,624-84.5% | $4,379-83.7% |
| Participant deferral / active EE | $10,250 | $8,341+22.9% | $8,004+28.1% | $6,730+52.3% |
| Admin fee / account holder | $18,129 | $15,759+15.0% | $14,398+25.9% | $14,365+26.2% |