Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $75,484 | $315,200-76.1% | $238,191-68.3% | $155,188-51.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 11.40% | 10.25%+1.2pp | 13.02%-1.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $716 | $6,383-88.8% | $5,082-85.9% | $4,248-83.1% |
| Participant deferral / active EE | $4,752 | $8,044-40.9% | $6,726-29.3% | $6,531-27.2% |
| Admin fee / account holder | $40,449 | $48,031-15.8% | $34,582+17.0% | $14,480+179.3% |