Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,991 | $181,062-85.6% | $158,223-83.6% | $155,188-83.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 17.29% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $19 | $4,565-99.6% | $4,109-99.5% | $4,248-99.6% |
| Participant deferral / active EE | $6,044 | $6,134-1.5% | $5,467+10.6% | $6,531-7.5% |
| Admin fee / account holder | $1,621 | $18,825-91.4% | $16,047-89.9% | $14,480-88.8% |