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 | $73,604 | $98,776-25.5% | $149,745-50.8% | $79,856-7.8% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 15.66% | 27.38%-11.7pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $453 | $3,217-85.9% | $4,646-90.3% | $2,471-81.7% |
| Participant deferral / active EE | $4,529 | $5,681-20.3% | $6,843-33.8% | $3,741+21.1% |
| Admin fee / account holder | $15,968 | $6,053+163.8% | $9,312+71.5% | $5,306+200.9% |