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 | $75,647 | $98,760-23.4% | $149,715-49.5% | $79,858-5.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 26.89% | 27.43%-0.5pp | 276.66%-249.8pp | 31.72%-4.8pp |
| Employer contribution / active EE | $439 | $3,217-86.4% | $4,645-90.6% | $2,471-82.3% |
| Participant deferral / active EE | $2,911 | $5,681-48.8% | $6,842-57.4% | $3,740-22.2% |
| Admin fee / account holder | $1,455 | $6,053-76.0% | $9,310-84.4% | $5,306-72.6% |