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 | $66,524 | $81,504-18.4% | $102,437-35.1% | $80,959-17.8% |
| Participation rate | 70.2% | 66.9%+3.3pp | 74.5%-4.3pp | 67.7%+2.5pp |
| Annual return | 12.10% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $453 | $3,104-85.4% | $3,871-88.3% | $2,757-83.6% |
| Participant deferral / active EE | $3,629 | $3,871-6.3% | $5,060-28.3% | $4,300-15.6% |
| Admin fee / account holder | $846 | $6,719-87.4% | $8,388-89.9% | $6,925-87.8% |