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 | $59,332 | $152,612-61.1% | $125,192-52.6% | $152,897-61.2% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 21.97% | 54.85%-32.9pp | 43.79%-21.8pp | 345.43%-323.5pp |
| Employer contribution / active EE | $829 | $4,947-83.2% | $3,866-78.6% | $4,764-82.6% |
| Participant deferral / active EE | $2,607 | $5,868-55.6% | $4,937-47.2% | $5,851-55.4% |
| Admin fee / account holder | $4,220 | $13,437-68.6% | $9,704-56.5% | $11,599-63.6% |