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 | $22,320 | $70,486-68.3% | $100,535-77.8% | $79,856-72.0% |
| Participation rate | 94.3% | 73.6%+20.6pp | 79.4%+14.9pp | 69.6%+24.6pp |
| Annual return | 124.44% | 21.90%+102.5pp | 30.90%+93.5pp | 31.71%+92.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,324 | $5,182+2.7% | $6,271-15.1% | $3,741+42.3% |
| Admin fee / account holder | $785 | $4,480-82.5% | $8,085-90.3% | $5,306-85.2% |