Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,020 | $135,905-41.9% | $126,068-37.3% | $198,609-60.2% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 21.85% | 14.07%+7.8pp | 15.01%+6.8pp | 202.70%-180.8pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,925 | $8,523+133.8% | $8,214+142.6% | $6,977+185.6% |
| Admin fee / account holder | $9,406 | $21,036-55.3% | $18,264-48.5% | $19,030-50.6% |