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 | $63,518 | $81,664-22.2% | $70,476-9.9% | $158,966-60.0% |
| Participation rate | 82.4% | 77.7%+4.6pp | 75.1%+7.3pp | 82.0%+0.4pp |
| Annual return | 6.24% | 208.59%-202.4pp | 109.12%-102.9pp | 302.95%-296.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,194 | $4,556+14.0% | $3,710+40.0% | $5,983-13.2% |
| Admin fee / account holder | $621 | $6,197-90.0% | $3,847-83.9% | $11,250-94.5% |