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 | $51,557 | $156,398-67.0% | $147,318-65.0% | $138,895-62.9% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 17.96% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,390 | $8,237+99.0% | $7,906+107.3% | $6,396+156.2% |
| Admin fee / account holder | $5,866 | $14,976-60.8% | $13,708-57.2% | $12,562-53.3% |