Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,933 | $46,534+43.8% | $64,097+4.4% | $75,177-11.0% |
| Participation rate | 93.1% | 65.9%+27.2pp | 72.3%+20.8pp | 67.2%+25.9pp |
| Annual return | 13.27% | 26.07%-12.8pp | 33.75%-20.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $198 | $1,976-90.0% | $2,750-92.8% | $2,671-92.6% |
| Participant deferral / active EE | $1,714 | $2,835-39.5% | $3,881-55.8% | $4,126-58.5% |
| Admin fee / account holder | $6,417 | $2,957+117.0% | $3,070+109.0% | $5,651+13.5% |