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 | $80,745 | $60,349+33.8% | $74,184+8.8% | $62,881+28.4% |
| Participation rate | 70.4% | 72.7%-2.3pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 5.89% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $214 | $1,680-87.2% | $2,370-91.0% | $2,281-90.6% |
| Participant deferral / active EE | $2,679 | $2,856-6.2% | $3,550-24.5% | $3,203-16.4% |
| Admin fee / account holder | $2,933 | $4,261-31.2% | $5,586-47.5% | $4,296-31.7% |