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 | $135,363 | $83,485+62.1% | $125,180+8.1% | $72,983+85.5% |
| Participation rate | 72.2% | 73.3%-1.2pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 18.83% | 25.78%-6.9pp | 43.79%-25.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $433 | $2,346-81.5% | $3,866-88.8% | $2,440-82.2% |
| Participant deferral / active EE | $3,180 | $3,586-11.3% | $4,937-35.6% | $3,608-11.9% |
| Admin fee / account holder | $6,297 | $5,518+14.1% | $9,703-35.1% | $5,124+22.9% |