Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,801 | $185,312-50.5% | $161,489-43.2% | $154,746-40.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.44% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $848 | $4,769-82.2% | $4,268-80.1% | $4,379-80.6% |
| Participant deferral / active EE | $22,500 | $6,350+254.3% | $5,630+299.7% | $6,730+234.3% |
| Admin fee / account holder | $629 | $18,654-96.6% | $16,006-96.1% | $14,365-95.6% |