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 | $36,386 | $60,165-39.5% | $74,184-51.0% | $55,167-34.0% |
| Participation rate | 79.2% | 74.2%+5.1pp | 76.6%+2.6pp | 69.0%+10.2pp |
| Annual return | 8.63% | 10.00%-1.4pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $247 | $1,600-84.6% | $2,370-89.6% | $1,963-87.4% |
| Participant deferral / active EE | $1,576 | $2,973-47.0% | $3,550-55.6% | $3,054-48.4% |
| Admin fee / account holder | $874 | $419+108.5% | $5,586-84.3% | $504+73.5% |