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 | $35,191 | $226,105-84.4% | $182,540-80.7% | $152,897-77.0% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.0%+1.0pp | 82.5%-3.5pp |
| Annual return | 20.24% | 192.58%-172.3pp | 148.58%-128.3pp | 345.43%-325.2pp |
| Employer contribution / active EE | $421 | $4,978-91.5% | $4,076-89.7% | $4,764-91.2% |
| Participant deferral / active EE | $2,333 | $6,370-63.4% | $5,525-57.8% | $5,851-60.1% |
| Admin fee / account holder | $5,233 | $10,706-51.1% | $8,593-39.1% | $11,599-54.9% |