Sign up free to preview peer percentile detail
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 | $80,420 | $174,379-53.9% | $152,093-47.1% | $138,895-42.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.76% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $445 | $4,652-90.4% | $4,175-89.3% | $4,194-89.4% |
| Participant deferral / active EE | $1,777 | $6,159-71.1% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $8,583 | $16,880-49.2% | $14,497-40.8% | $12,562-31.7% |