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 | $20,922 | $76,312-72.6% | $67,221-68.9% | $158,982-86.8% |
| Participation rate | 75.0% | 84.3%-9.3pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 12.87% | 22.77%-9.9pp | 20.72%-7.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $889 | $4,476-80.1% | $3,723-76.1% | $4,763-81.3% |
| Participant deferral / active EE | $1,406 | $5,264-73.3% | $4,384-67.9% | $5,983-76.5% |
| Admin fee / account holder | $4,471 | $8,005-44.1% | $5,844-23.5% | $11,252-60.3% |