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 | $94,342 | $117,895-20.0% | $102,460-7.9% | $145,897-35.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 16.14% | 31.92%-15.8pp | 29.47%-13.3pp | 552.29%-536.2pp |
| Employer contribution / active EE | $774 | $3,619-78.6% | $3,025-74.4% | $4,663-83.4% |
| Participant deferral / active EE | $3,676 | $5,736-35.9% | $5,056-27.3% | $6,689-45.1% |
| Admin fee / account holder | $11,042 | $13,353-17.3% | $9,460+16.7% | $13,390-17.5% |