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 | $52,638 | $95,453-44.9% | $112,040-53.0% | $82,448-36.2% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 12.79% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $119 | $2,318-94.9% | $2,954-96.0% | $2,551-95.3% |
| Participant deferral / active EE | $3,496 | $4,224-17.2% | $5,098-31.4% | $4,139-15.5% |
| Admin fee / account holder | $44,877 | $9,013+397.9% | $12,098+270.9% | $7,234+520.3% |