Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,469 | $86,919-25.8% | $102,457-37.1% | $80,911-20.3% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.2pp |
| Annual return | 15.69% | 18.90%-3.2pp | 29.41%-13.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,482 | $4,119+178.7% | $5,054+127.2% | $4,297+167.2% |
| Admin fee / account holder | $3,770 | $8,049-53.2% | $9,451-60.1% | $6,935-45.6% |