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 | $65,547 | $101,752-35.6% | $164,928-60.3% | $80,911-19.0% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.6%+2.4pp |
| Annual return | 15.19% | 16.73%-1.5pp | 70.08%-54.9pp | 35.63%-20.4pp |
| Employer contribution / active EE | $569 | $2,953-80.7% | $4,343-86.9% | $2,756-79.4% |
| Participant deferral / active EE | $2,845 | $4,477-36.4% | $6,034-52.8% | $4,297-33.8% |
| Admin fee / account holder | $6,007 | $8,218-26.9% | $12,684-52.6% | $6,935-13.4% |