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 | $76,555 | $176,786-56.7% | $146,643-47.8% | $167,536-54.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 15.59% | 24.04%-8.5pp | 22.75%-7.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $459 | $5,161-91.1% | $4,137-88.9% | $4,839-90.5% |
| Participant deferral / active EE | $4,896 | $6,440-24.0% | $5,506-11.1% | $6,342-22.8% |
| Admin fee / account holder | $2,069 | $13,262-84.4% | $10,280-79.9% | $12,315-83.2% |