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 | $24,500 | $114,013-78.5% | $103,693-76.4% | $155,188-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.92% | 49.31%-26.4pp | 47.61%-24.7pp | 148.84%-125.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,593 | $4,970+93.0% | $4,579+109.5% | $6,531+46.9% |
| Admin fee / account holder | $447 | $8,407-94.7% | $7,858-94.3% | $14,480-96.9% |