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 | $49,106 | $117,895-58.3% | $102,460-52.1% | $145,897-66.3% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 9.90% | 31.92%-22.0pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $759 | $3,619-79.0% | $3,025-74.9% | $4,663-83.7% |
| Participant deferral / active EE | $2,044 | $5,736-64.4% | $5,056-59.6% | $6,689-69.4% |
| Admin fee / account holder | $4,085 | $13,353-69.4% | $9,460-56.8% | $13,390-69.5% |