Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,064 | $71,353-70.5% | $92,805-77.3% | $86,983-75.8% |
| Participation rate | 87.2% | 80.9%+6.4pp | 83.5%+3.7pp | 69.5%+17.7pp |
| Annual return | 114.85% | 44.68%+70.2pp | 31.59%+83.3pp | 25.83%+89.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,829 | $6,966+55.5% | $8,448+28.2% | $4,194+158.2% |
| Admin fee / account holder | $3,094 | $6,099-49.3% | $10,911-71.6% | $7,856-60.6% |