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 | $40,227 | $64,719-37.8% | $112,249-64.2% | $68,486-41.3% |
| Participation rate | 95.4% | 67.2%+28.2pp | 75.1%+20.3pp | 67.9%+27.5pp |
| Annual return | 2.18% | -11.40%+13.6pp | 27.48%-25.3pp | -7.85%+10.0pp |
| Employer contribution / active EE | $209 | $2,747-92.4% | $3,636-94.3% | $2,597-92.0% |
| Participant deferral / active EE | $3,339 | $3,565-6.3% | $4,729-29.4% | $4,028-17.1% |
| Admin fee / account holder | $4,602 | $5,232-12.1% | $6,412-28.2% | $5,404-14.8% |