Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,746 | $107,666-77.9% | $102,184-76.8% | $154,746-84.7% |
| Participation rate | 72.7% | 83.7%-11.0pp | 82.6%-9.9pp | 80.7%-8.0pp |
| Annual return | 22.31% | 29.33%-7.0pp | 31.58%-9.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,098 | $8,719-41.5% | $8,309-38.6% | $6,730-24.3% |
| Admin fee / account holder | $1,072 | $12,943-91.7% | $11,609-90.8% | $14,365-92.5% |