Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,097 | $78,670-47.8% | $109,173-62.4% | $85,847-52.1% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.3pp |
| Annual return | 57.97% | 25.09%+32.9pp | 25.75%+32.2pp | 318.61%-260.6pp |
| Employer contribution / active EE | $557 | $2,734-79.6% | $3,723-85.0% | $2,565-78.3% |
| Participant deferral / active EE | $4,243 | $3,467+22.4% | $4,654-8.8% | $3,952+7.4% |
| Admin fee / account holder | $1,838 | $5,469-66.4% | $6,755-72.8% | $6,261-70.6% |