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 | $53,617 | $138,366-61.2% | $184,185-70.9% | $80,911-33.7% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 11.93% | 20.02%-8.1pp | 28.81%-16.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,419 | $4,849-70.7% | $6,426-77.9% | $2,756-48.5% |
| Participant deferral / active EE | $10,071 | $7,074+42.4% | $9,132+10.3% | $4,297+134.4% |
| Admin fee / account holder | $2,415 | $10,484-77.0% | $13,909-82.6% | $6,935-65.2% |