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 | $19,579 | $183,516-89.3% | $155,534-87.4% | $145,884-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $788 | $5,315-85.2% | $4,675-83.2% | $4,662-83.1% |
| Participant deferral / active EE | $12,423 | $6,467+92.1% | $5,630+120.6% | $6,690+85.7% |
| Admin fee / account holder | $9,434 | $19,293-51.1% | $15,900-40.7% | $13,392-29.6% |