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 | $49,967 | $58,493-14.6% | $84,023-40.5% | $72,976-31.5% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.0%+10.4pp | 69.5%+9.9pp |
| Annual return | 16.62% | 28.93%-12.3pp | 71.32%-54.7pp | 81.02%-64.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,232 | $2,394-48.5% | $3,239-62.0% | $3,608-65.8% |
| Admin fee / account holder | $3,986 | $4,569-12.8% | $6,102-34.7% | $5,124-22.2% |