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 | $104,952 | $110,410-4.9% | $102,437+2.5% | $145,897-28.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.22% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $316 | $4,217-92.5% | $3,871-91.8% | $4,663-93.2% |
| Participant deferral / active EE | $4,191 | $5,622-25.5% | $5,060-17.2% | $6,689-37.3% |
| Admin fee / account holder | $23,935 | $9,745+145.6% | $8,388+185.3% | $13,390+78.7% |