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 | $30,491 | $88,707-65.6% | $74,184-58.9% | $273,972-88.9% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 4.16% | 11.94%-7.8pp | 17.74%-13.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $356 | $3,159-88.7% | $2,370-85.0% | $4,869-92.7% |
| Participant deferral / active EE | $3,991 | $4,212-5.2% | $3,550+12.4% | $5,287-24.5% |
| Admin fee / account holder | $906 | $8,717-89.6% | $5,586-83.8% | $10,133-91.1% |