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 | $21,112 | $124,425-83.0% | $112,040-81.2% | $137,256-84.6% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 14.73% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,042 | $5,718+40.6% | $5,098+57.8% | $6,407+25.5% |
| Admin fee / account holder | $8,458 | $15,207-44.4% | $12,098-30.1% | $12,270-31.1% |