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 | $105,096 | $86,288+21.8% | $111,306-5.6% | $85,851+22.4% |
| Participation rate | 73.7% | 73.3%+0.3pp | 77.3%-3.6pp | 69.3%+4.4pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.67%-40.4pp | 318.63%-304.3pp |
| Employer contribution / active EE | $13 | $2,044-99.4% | $2,732-99.5% | $2,565-99.5% |
| Participant deferral / active EE | $3,676 | $3,641+1.0% | $4,488-18.1% | $3,952-7.0% |
| Admin fee / account holder | $2,182 | $8,189-73.4% | $7,966-72.6% | $6,261-65.1% |