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 | $17,413 | $73,839-76.4% | $143,788-87.9% | $68,495-74.6% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -14.29% | 1.01%-15.3pp | -0.03%-14.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $274 | $3,184-91.4% | $4,952-94.5% | $2,596-89.4% |
| Participant deferral / active EE | $1,117 | $3,384-67.0% | $5,638-80.2% | $4,028-72.3% |
| Admin fee / account holder | $2,025 | $5,755-64.8% | $14,675-86.2% | $5,403-62.5% |