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 | $60,303 | $112,112-46.2% | $95,956-37.2% | $158,950-62.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.36% | 171.15%-155.8pp | 91.63%-76.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $633 | $3,199-80.2% | $2,541-75.1% | $4,762-86.7% |
| Participant deferral / active EE | $4,608 | $4,784-3.7% | $4,167+10.6% | $5,983-23.0% |
| Admin fee / account holder | $5,317 | $10,134-47.5% | $6,797-21.8% | $11,248-52.7% |