Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,667 | $88,7070% | $74,184+19.5% | $273,972-67.6% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 4.89% | 11.94%-7.1pp | 17.74%-12.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,850 | $4,212+38.9% | $3,550+64.8% | $5,287+10.6% |
| Admin fee / account holder | $58,603 | $8,717+572.3% | $5,586+949.2% | $10,133+478.4% |