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 | $64,517 | $94,031-31.4% | $115,768-44.3% | $82,448-21.7% |
| Participation rate | 77.8% | 70.4%+7.4pp | 74.4%+3.4pp | 68.1%+9.7pp |
| Annual return | 17.59% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $278 | $2,323-88.0% | $2,940-90.6% | $2,551-89.1% |
| Participant deferral / active EE | $2,404 | $3,972-39.5% | $4,917-51.1% | $4,139-41.9% |
| Admin fee / account holder | $572 | $10,249-94.4% | $12,439-95.4% | $7,234-92.1% |