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 | $32,879 | $89,367-63.2% | $141,191-76.7% | $72,975-54.9% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 25.13% | 111.87%-86.7pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $614 | $3,115-80.3% | $4,736-87.0% | $2,440-74.8% |
| Participant deferral / active EE | $3,946 | $5,419-27.2% | $6,710-41.2% | $3,608+9.4% |
| Admin fee / account holder | $4,331 | $5,957-27.3% | $10,264-57.8% | $5,124-15.5% |