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 | $30,109 | $112,131-73.1% | $95,964-68.6% | $158,982-81.1% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 12.76% | 171.19%-158.4pp | 91.64%-78.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $621 | $3,199-80.6% | $2,541-75.6% | $4,763-87.0% |
| Participant deferral / active EE | $2,475 | $4,784-48.3% | $4,167-40.6% | $5,983-58.6% |
| Admin fee / account holder | $7,804 | $10,136-23.0% | $6,797+14.8% | $11,252-30.6% |