Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,298 | $88,672-51.2% | $105,223-58.9% | $82,448-47.5% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 17.13% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $171 | $3,048-94.4% | $3,689-95.4% | $2,551-93.3% |
| Participant deferral / active EE | $6,505 | $4,036+61.2% | $5,072+28.3% | $4,139+57.1% |
| Admin fee / account holder | $5,512 | $7,146-22.9% | $8,859-37.8% | $7,234-23.8% |