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 | $32,189 | $135,645-76.3% | $110,243-70.8% | $135,379-76.2% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.8%+1.1pp | 82.6%-1.7pp |
| Annual return | -0.81% | 513.24%-514.0pp | 314.76%-315.6pp | 519.79%-520.6pp |
| Employer contribution / active EE | $778 | $4,907-84.1% | $3,827-79.7% | $4,779-83.7% |
| Participant deferral / active EE | $3,058 | $5,507-44.5% | $4,672-34.5% | $5,609-45.5% |
| Admin fee / account holder | $17,183 | $11,458+50.0% | $8,548+101.0% | $10,828+58.7% |