Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,100 | $28,624-89.2% | $53,647-94.2% | $82,637-96.2% |
| Participation rate | 93.3% | 47.3%+46.1pp | 56.3%+37.1pp | 68.1%+25.3pp |
| Annual return | 16.12% | 664.98%-648.9pp | 358.33%-342.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,041 | $1,196-13.0% | $1,813-42.6% | $4,126-74.8% |
| Admin fee / account holder | $704 | $2,022-65.2% | $2,460-71.4% | $7,339-90.4% |