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 | $30,506 | $81,276-62.5% | $155,574-80.4% | $80,925-62.3% |
| Participation rate | 77.3% | 66.2%+11.1pp | 78.2%-0.9pp | 67.7%+9.7pp |
| Annual return | 11.85% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $311 | $3,103-90.0% | $4,676-93.4% | $2,756-88.7% |
| Participant deferral / active EE | $1,623 | $3,453-53.0% | $5,629-71.2% | $4,299-62.3% |
| Admin fee / account holder | $2,651 | $7,993-66.8% | $15,914-83.3% | $6,940-61.8% |