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 | $59,395 | $117,829-49.6% | $102,423-42.0% | $145,877-59.3% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 10.30% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $568 | $3,615-84.3% | $3,023-81.2% | $4,663-87.8% |
| Participant deferral / active EE | $3,010 | $5,732-47.5% | $5,054-40.5% | $6,691-55.0% |
| Admin fee / account holder | $6,421 | $13,335-51.8% | $9,455-32.1% | $13,402-52.1% |