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 | $44,414 | $56,197-21.0% | $67,652-34.3% | $59,633-25.5% |
| Participation rate | 72.5% | 71.5%+1.0pp | 75.7%-3.2pp | 68.7%+3.8pp |
| Annual return | 8.36% | 18508.10%-18499.7pp | 6625.40%-6617.0pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $62 | $1,615-96.1% | $2,266-97.2% | $2,203-97.2% |
| Participant deferral / active EE | $2,719 | $2,844-4.4% | $3,560-23.6% | $3,192-14.8% |
| Admin fee / account holder | $1,081 | $3,958-72.7% | $4,821-77.6% | $4,297-74.8% |