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 | $44,564 | $98,760-54.9% | $149,715-70.2% | $79,858-44.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.66%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $464 | $3,217-85.6% | $4,645-90.0% | $2,471-81.2% |
| Participant deferral / active EE | $3,537 | $5,681-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $2,074 | $6,053-65.7% | $9,310-77.7% | $5,306-60.9% |