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 | $60,308 | $83,485-27.8% | $125,195-51.8% | $72,976-17.4% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.5%+1.7pp |
| Annual return | 25.33% | 25.77%-0.4pp | 43.79%-18.5pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,140 | $3,586-12.4% | $4,937-36.4% | $3,608-13.0% |
| Admin fee / account holder | $469 | $5,518-91.5% | $9,704-95.2% | $5,124-90.9% |