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 | $60,209 | $64,716-7.0% | $112,258-46.4% | $68,495-12.1% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -16.33% | -11.40%-4.9pp | 27.47%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $552 | $2,746-79.9% | $3,636-84.8% | $2,596-78.8% |
| Participant deferral / active EE | $3,778 | $3,565+6.0% | $4,728-20.1% | $4,028-6.2% |
| Admin fee / account holder | $3,977 | $5,232-24.0% | $6,411-38.0% | $5,403-26.4% |