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 | $35,025 | $211,946-83.5% | $169,452-79.3% | $135,380-74.1% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -7.62% | 3.26%-10.9pp | 1.83%-9.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,983 | $6,075-34.4% | $5,277-24.5% | $5,609-29.0% |
| Admin fee / account holder | $9,566 | $11,472-16.6% | $9,110+5.0% | $10,828-11.7% |