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 | $61,161 | $79,961-23.5% | $98,462-37.9% | $75,177-18.6% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 17.88% | 19.75%-1.9pp | 21.17%-3.3pp | 160.75%-142.9pp |
| Employer contribution / active EE | $517 | $2,264-77.2% | $3,049-83.1% | $2,671-80.7% |
| Participant deferral / active EE | $3,174 | $3,753-15.4% | $4,738-33.0% | $4,126-23.1% |
| Admin fee / account holder | $16,901 | $6,842+147.0% | $8,875+90.4% | $5,651+199.1% |