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 | $46,575 | $76,371-39.0% | $93,621-50.3% | $72,975-36.2% |
| Participation rate | 90.3% | 71.8%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 18.58% | 25.82%-7.2pp | 32.76%-14.2pp | 81.01%-62.4pp |
| Employer contribution / active EE | $323 | $2,276-85.8% | $2,719-88.1% | $2,440-86.8% |
| Participant deferral / active EE | $2,513 | $3,538-29.0% | $4,070-38.3% | $3,608-30.4% |
| Admin fee / account holder | $4,294 | $6,839-37.2% | $7,890-45.6% | $5,124-16.2% |