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 | $55,332 | $102,609-46.1% | $98,090-43.6% | $138,895-60.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.42% | 36.44%-16.0pp | 37.05%-16.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,796 | $8,167+105.6% | $7,845+114.1% | $6,396+162.6% |
| Admin fee / account holder | $1,972 | $11,434-82.8% | $11,815-83.3% | $12,562-84.3% |