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 | $38,711 | $102,429-62.2% | $147,096-73.7% | $80,925-52.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 15.57% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $797 | $3,716-78.5% | $4,936-83.8% | $2,756-71.1% |
| Participant deferral / active EE | $3,543 | $6,649-46.7% | $8,071-56.1% | $4,299-17.6% |
| Admin fee / account holder | $17,023 | $7,957+113.9% | $13,005+30.9% | $6,940+145.3% |