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 | $124,240 | $123,793+0.4% | $177,848-30.1% | $79,856+55.6% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 13.53% | 22.82%-9.3pp | 48.33%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,067 | $5,956-14.9% | $7,714-34.3% | $3,741+35.5% |
| Admin fee / account holder | $3,001 | $7,243-58.6% | $12,431-75.9% | $5,306-43.5% |