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 | $71,601 | $97,550-26.6% | $120,344-40.5% | $87,485-18.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 13.21% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $520 | $2,291-77.3% | $3,020-82.8% | $2,596-80.0% |
| Participant deferral / active EE | $3,638 | $4,230-14.0% | $5,135-29.1% | $4,274-14.9% |
| Admin fee / account holder | $2,428 | $9,543-74.6% | $12,742-80.9% | $7,775-68.8% |