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 | $102,202 | $95,453+7.1% | $112,040-8.8% | $82,448+24.0% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 15.17% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $423 | $2,318-81.7% | $2,954-85.7% | $2,551-83.4% |
| Participant deferral / active EE | $2,907 | $4,224-31.2% | $5,098-43.0% | $4,139-29.8% |
| Admin fee / account holder | $12,494 | $9,013+38.6% | $12,098+3.3% | $7,234+72.7% |