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 | $23,515 | $99,345-76.3% | $84,753-72.3% | $273,972-91.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $7 | $4,214-99.8% | $3,574-99.8% | $4,869-99.9% |
| Participant deferral / active EE | $4,273 | $4,270+0.1% | $3,712+15.1% | $5,287-19.2% |
| Admin fee / account holder | $1,112 | $6,645-83.3% | $5,333-79.1% | $10,133-89.0% |