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 | $22,635 | $88,672-74.5% | $105,223-78.5% | $82,448-72.5% |
| Participation rate | 70.0% | 67.9%+2.1pp | 75.0%-5.0pp | 68.1%+1.9pp |
| Annual return | 15.71% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $444 | $3,048-85.4% | $3,689-88.0% | $2,551-82.6% |
| Participant deferral / active EE | $2,836 | $4,036-29.7% | $5,072-44.1% | $4,139-31.5% |
| Admin fee / account holder | $1,751 | $7,146-75.5% | $8,859-80.2% | $7,234-75.8% |