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 | $79,545 | $81,487-2.4% | $102,412-22.3% | $80,935-1.7% |
| Participation rate | 80.4% | 66.8%+13.6pp | 74.5%+5.9pp | 67.7%+12.8pp |
| Annual return | 13.42% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $257 | $3,103-91.7% | $3,870-93.4% | $2,757-90.7% |
| Participant deferral / active EE | $5,146 | $3,871+32.9% | $5,060+1.7% | $4,299+19.7% |
| Admin fee / account holder | $13,486 | $6,717+100.8% | $8,388+60.8% | $6,924+94.8% |