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 | $138,036 | $215,361-35.9% | $171,082-19.3% | $273,972-49.6% |
| Participation rate | 82.4% | 82.0%+0.3pp | 76.7%+5.7pp | 83.0%-0.7pp |
| Annual return | 9.79% | 25.14%-15.4pp | 32.56%-22.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,457 | $5,543-19.6% | $4,797-7.1% | $5,287-15.7% |
| Admin fee / account holder | $3,052 | $10,846-71.9% | $8,520-64.2% | $10,133-69.9% |