Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,635 | $58,627-51.2% | $76,735-62.7% | $82,448-65.3% |
| Participation rate | 87.1% | 63.2%+23.9pp | 69.5%+17.6pp | 68.1%+19.0pp |
| Annual return | 18.76% | 39.10%-20.3pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,461 | $3,134+265.8% | $4,088+180.4% | $4,139+176.9% |
| Admin fee / account holder | $8,580 | $5,323+61.2% | $7,189+19.3% | $7,234+18.6% |