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 | $53,120 | $52,306+1.6% | $69,779-23.9% | $62,881-15.5% |
| Participation rate | 72.4% | 67.2%+5.2pp | 71.8%+0.6pp | 69.3%+3.1pp |
| Annual return | 8.59% | 13.35%-4.8pp | 12.99%-4.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,230 | $2,395-48.6% | $2,931-58.0% | $3,203-61.6% |
| Admin fee / account holder | $1,128 | $3,691-69.4% | $4,381-74.3% | $4,296-73.7% |