Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $145,573 | $81,331+79.0% | $155,534-6.4% | $80,935+79.9% |
| Participation rate | 87.2% | 66.3%+21.0pp | 78.2%+9.0pp | 67.7%+19.6pp |
| Annual return | 12.89% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $278 | $3,105-91.0% | $4,675-94.1% | $2,757-89.9% |
| Participant deferral / active EE | $4,181 | $3,454+21.0% | $5,630-25.7% | $4,299-2.8% |
| Admin fee / account holder | $4,002 | $7,999-50.0% | $15,900-74.8% | $6,924-42.2% |