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 | $37,302 | $165,399-77.4% | $149,745-75.1% | $158,982-76.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.12% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $414 | $5,105-91.9% | $4,646-91.1% | $4,763-91.3% |
| Participant deferral / active EE | $3,245 | $7,183-54.8% | $6,843-52.6% | $5,983-45.8% |
| Admin fee / account holder | $11,508 | $10,811+6.5% | $9,312+23.6% | $11,252+2.3% |