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 | $147,568 | $110,379+33.7% | $102,412+44.1% | $145,884+1.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.31% | 24.84%-14.5pp | 24.94%-14.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $671 | $4,216-84.1% | $3,870-82.7% | $4,662-85.6% |
| Participant deferral / active EE | $4,609 | $5,622-18.0% | $5,060-8.9% | $6,690-31.1% |
| Admin fee / account holder | $31,197 | $9,745+220.1% | $8,388+271.9% | $13,392+133.0% |