Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,916 | $72,607-43.6% | $90,259-54.7% | $87,485-53.2% |
| Participation rate | 96.3% | 64.8%+31.5pp | 70.7%+25.6pp | 68.9%+27.4pp |
| Annual return | 19.26% | 18.59%+0.7pp | 18.88%+0.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,160 | $3,055+298.0% | $3,827+217.8% | $4,274+184.5% |
| Admin fee / account holder | $334 | $5,947-94.4% | $7,267-95.4% | $7,775-95.7% |