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 | $61,729 | $181,896-66.1% | $156,551-60.6% | $273,972-77.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.99% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,139 | $6,248-81.8% | $5,501-79.3% | $4,869-76.6% |
| Participant deferral / active EE | $2,459 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $462 | $15,560-97.0% | $13,028-96.5% | $10,133-95.4% |