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 | $89,918 | $227,399-60.5% | $189,758-52.6% | $198,609-54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.57% | 61.03%-54.5pp | 52.62%-46.0pp | 202.70%-196.1pp |
| Employer contribution / active EE | $545 | $5,526-90.1% | $4,767-88.6% | $5,055-89.2% |
| Participant deferral / active EE | $7,091 | $6,837+3.7% | $5,856+21.1% | $6,977+1.6% |
| Admin fee / account holder | $739 | $25,162-97.1% | $20,388-96.4% | $19,030-96.1% |