Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,459 | $110,212-69.6% | $96,534-65.3% | $139,466-76.0% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 13.71% | 26.42%-12.7pp | 25.88%-12.2pp | 373.66%-360.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,691 | $5,547-33.5% | $4,851-23.9% | $6,712-45.0% |
| Admin fee / account holder | $4,943 | $11,599-57.4% | $8,253-40.1% | $11,409-56.7% |