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 | $33,231 | $76,371-56.5% | $93,621-64.5% | $72,976-54.5% |
| Participation rate | 98.6% | 71.8%+26.9pp | 75.8%+22.8pp | 69.5%+29.2pp |
| Annual return | 20.98% | 25.82%-4.8pp | 32.76%-11.8pp | 81.02%-60.0pp |
| Employer contribution / active EE | $328 | $2,276-85.6% | $2,719-87.9% | $2,440-86.6% |
| Participant deferral / active EE | $2,025 | $3,538-42.8% | $4,070-50.2% | $3,608-43.9% |
| Admin fee / account holder | $907 | $6,839-86.7% | $7,890-88.5% | $5,124-82.3% |