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 | $30,466 | $88,707-65.7% | $74,184-58.9% | $273,972-88.9% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.75% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $346 | $3,159-89.1% | $2,370-85.4% | $4,869-92.9% |
| Participant deferral / active EE | $1,688 | $4,212-59.9% | $3,550-52.4% | $5,287-68.1% |
| Admin fee / account holder | $9,517 | $8,717+9.2% | $5,586+70.4% | $10,133-6.1% |