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 | $64,562 | $112,933-42.8% | $90,970-29.0% | $158,982-59.4% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 11.83% | 215.82%-204.0pp | 134.60%-122.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $121 | $2,893-95.8% | $2,122-94.3% | $4,763-97.5% |
| Participant deferral / active EE | $1,407 | $4,128-65.9% | $3,373-58.3% | $5,983-76.5% |
| Admin fee / account holder | $14,675 | $8,047+82.4% | $5,961+146.2% | $11,252+30.4% |