Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,961 | $97,289-44.5% | $92,805-41.9% | $155,188-65.2% |
| Participation rate | 81.8% | 84.2%-2.4pp | 83.5%-1.7pp | 80.8%+1.0pp |
| Annual return | 20.13% | 29.03%-8.9pp | 31.59%-11.5pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $25,191 | $8,795+186.4% | $8,448+198.2% | $6,531+285.7% |
| Admin fee / account holder | $6,293 | $12,015-47.6% | $10,911-42.3% | $14,480-56.5% |