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 | $26,396 | $58,828-55.1% | $78,002-66.2% | $62,881-58.0% |
| Participation rate | 87.2% | 71.1%+16.1pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 5.60% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $182 | $1,672-89.1% | $2,470-92.6% | $2,281-92.0% |
| Participant deferral / active EE | $2,050 | $2,686-23.7% | $3,497-41.4% | $3,203-36.0% |
| Admin fee / account holder | $3,203 | $4,393-27.1% | $5,481-41.6% | $4,296-25.4% |