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 | $62,964 | $102,385-38.5% | $147,080-57.2% | $80,935-22.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 14.90% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $685 | $3,717-81.6% | $4,933-86.1% | $2,757-75.2% |
| Participant deferral / active EE | $13,696 | $6,651+105.9% | $8,066+69.8% | $4,299+218.6% |
| Admin fee / account holder | $1,293 | $7,951-83.7% | $12,989-90.0% | $6,924-81.3% |