Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,177 | $172,111-90.6% | $150,298-89.2% | $137,256-88.2% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 17.25% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $824 | $4,636-82.2% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $2,867 | $6,166-53.5% | $5,453-47.4% | $6,407-55.3% |
| Admin fee / account holder | $4,829 | $16,471-70.7% | $14,116-65.8% | $12,270-60.6% |