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 | $60,062 | $176,838-66.0% | $146,685-59.1% | $167,518-64.1% |
| Participation rate | 72.2% | 83.6%-11.4pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 15.80% | 24.04%-8.2pp | 22.75%-7.0pp | 478.71%-462.9pp |
| Employer contribution / active EE | $724 | $5,161-86.0% | $4,137-82.5% | $4,838-85.0% |
| Participant deferral / active EE | $4,801 | $6,441-25.5% | $5,507-12.8% | $6,342-24.3% |
| Admin fee / account holder | $3,136 | $13,262-76.4% | $10,281-69.5% | $12,312-74.5% |