Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,491 | $51,638-54.5% | $68,368-65.6% | $82,448-71.5% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 22.75% | 37.53%-14.8pp | 292.57%-269.8pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,950 | $2,914+241.5% | $4,123+141.3% | $4,139+140.4% |
| Admin fee / account holder | $449 | $4,643-90.3% | $5,150-91.3% | $7,234-93.8% |