Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,839 | $111,814-34.9% | $103,378-29.5% | $145,978-50.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 9.54% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $607 | $4,215-85.6% | $3,870-84.3% | $4,662-87.0% |
| Participant deferral / active EE | $2,463 | $5,618-56.2% | $5,058-51.3% | $6,690-63.2% |
| Admin fee / account holder | $8,588 | $9,764-12.0% | $8,401+2.2% | $13,400-35.9% |