Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,330 | $82,879-65.8% | $96,576-70.7% | $67,986-58.3% |
| Participation rate | 88.5% | 75.2%+13.4pp | 81.4%+7.1pp | 57.2%+31.3pp |
| Annual return | 34.47% | 36.90%-2.4pp | 38.47%-4.0pp | 31.67%+2.8pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,787 | $6,976+40.3% | $7,956+23.0% | $3,358+191.4% |
| Admin fee / account holder | $2,411 | $2,783-13.4% | $11,381-78.8% | $3,203-24.7% |