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 | $69,055 | $86,701-20.4% | $73,309-5.8% | $125,389-44.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | 0.77% | 2.78%-2.0pp | 5.67%-4.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,298 | $5,549+49.5% | $4,991+66.3% | $5,352+55.1% |
| Admin fee / account holder | $6,047 | $7,768-22.2% | $5,635+7.3% | $9,541-36.6% |