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 | $72,276 | $79,955-9.6% | $98,450-26.6% | $75,181-3.9% |
| Participation rate | 72.1% | 70.4%+1.7pp | 75.2%-3.1pp | 67.2%+4.9pp |
| Annual return | 17.34% | 19.75%-2.4pp | 21.16%-3.8pp | 160.69%-143.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,026 | $3,752+140.5% | $4,739+90.5% | $4,126+118.8% |
| Admin fee / account holder | $1,996 | $6,841-70.8% | $8,961-77.7% | $5,650-64.7% |