Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,684 | $78,423-15.0% | $95,964-30.5% | $79,856-16.5% |
| Participation rate | 82.5% | 73.5%+9.0pp | 77.1%+5.4pp | 69.6%+12.9pp |
| Annual return | 12.98% | 19.37%-6.4pp | 91.64%-78.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $425 | $1,945-78.2% | $2,541-83.3% | $2,471-82.8% |
| Participant deferral / active EE | $5,600 | $3,440+62.8% | $4,167+34.4% | $3,741+49.7% |
| Admin fee / account holder | $12,861 | $5,622+128.8% | $6,797+89.2% | $5,306+142.4% |