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 | $30,107 | $127,790-76.4% | $106,555-71.7% | $167,536-82.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.58% | 33.88%-16.3pp | 26.80%-9.2pp | 478.82%-461.2pp |
| Employer contribution / active EE | $406 | $3,428-88.2% | $2,819-85.6% | $4,839-91.6% |
| Participant deferral / active EE | $1,638 | $5,088-67.8% | $4,399-62.8% | $6,342-74.2% |
| Admin fee / account holder | $711 | $11,229-93.7% | $7,408-90.4% | $12,315-94.2% |