Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,769 | $108,911-65.3% | $100,392-62.4% | $145,884-74.1% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 13.40% | 58.23%-44.8pp | 49.45%-36.1pp | 551.85%-538.4pp |
| Employer contribution / active EE | $331 | $4,420-92.5% | $3,941-91.6% | $4,662-92.9% |
| Participant deferral / active EE | $5,733 | $8,459-32.2% | $8,090-29.1% | $6,690-14.3% |
| Admin fee / account holder | $4,637 | $9,698-52.2% | $7,904-41.3% | $13,392-65.4% |