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 | $76,732 | $185,883-58.7% | $170,043-54.9% | $139,466-45.0% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 18.01% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $824 | $7,596-89.2% | $6,790-87.9% | $4,754-82.7% |
| Participant deferral / active EE | $7,401 | $11,626-36.3% | $10,410-28.9% | $6,712+10.3% |
| Admin fee / account holder | $1,226 | $15,393-92.0% | $12,824-90.4% | $11,409-89.3% |