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 | $41,970 | $124,330-66.2% | $109,173-61.6% | $167,536-74.9% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 18.58% | 26.04%-7.5pp | 25.75%-7.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $722 | $4,209-82.8% | $3,723-80.6% | $4,839-85.1% |
| Participant deferral / active EE | $2,234 | $5,256-57.5% | $4,654-52.0% | $6,342-64.8% |
| Admin fee / account holder | $518 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |