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 | $59,335 | $125,797-52.8% | $170,057-65.1% | $75,177-21.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.35% | 27.20%-8.8pp | 53.42%-35.1pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,379 | $4,616-70.1% | $6,790-79.7% | $2,671-48.4% |
| Participant deferral / active EE | $9,681 | $6,838+41.6% | $10,411-7.0% | $4,126+134.6% |
| Admin fee / account holder | $1,065 | $8,177-87.0% | $12,826-91.7% | $5,651-81.2% |