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 | $36,691 | $106,524-65.6% | $152,301-75.9% | $87,485-58.1% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 22.08% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,600 | $6,525+123.8% | $8,004+82.4% | $4,274+241.6% |
| Admin fee / account holder | $3,143 | $8,287-62.1% | $14,398-78.2% | $7,775-59.6% |