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 | $226,952 | $81,276+179.2% | $155,574+45.9% | $80,925+180.4% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 11.34% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $304 | $3,103-90.2% | $4,676-93.5% | $2,756-89.0% |
| Participant deferral / active EE | $7,225 | $3,453+109.2% | $5,629+28.3% | $4,299+68.1% |
| Admin fee / account holder | $1,986 | $7,993-75.1% | $15,914-87.5% | $6,940-71.4% |