Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,927 | $108,825-48.6% | $156,181-64.2% | $82,448-32.2% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 24.41% | 20.59%+3.8pp | 64.87%-40.5pp | 41.64%-17.2pp |
| Employer contribution / active EE | $102 | $2,870-96.5% | $4,294-97.6% | $2,551-96.0% |
| Participant deferral / active EE | $9,116 | $4,577+99.2% | $6,132+48.7% | $4,139+120.2% |
| Admin fee / account holder | $3,761 | $9,341-59.7% | $14,586-74.2% | $7,234-48.0% |