Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,681 | $174,379-77.2% | $152,093-73.9% | $138,895-71.4% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 12.60% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,123 | $6,159-49.3% | $5,451-42.7% | $6,396-51.2% |
| Admin fee / account holder | $1,605 | $16,880-90.5% | $14,497-88.9% | $12,562-87.2% |