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 | $33,719 | $107,666-68.7% | $102,184-67.0% | $154,746-78.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.85% | 29.33%-10.5pp | 31.58%-12.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,904 | $8,719+70.9% | $8,309+79.4% | $6,730+121.4% |
| Admin fee / account holder | $5,810 | $12,943-55.1% | $11,609-50.0% | $14,365-59.6% |