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 | $33,187 | $181,896-81.8% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.92% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,124 | $6,248-82.0% | $5,501-79.6% | $4,869-76.9% |
| Participant deferral / active EE | $3,279 | $5,550-40.9% | $4,871-32.7% | $5,287-38.0% |
| Admin fee / account holder | $815 | $15,560-94.8% | $13,028-93.7% | $10,133-92.0% |