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 | $78,330 | $100,060-21.7% | $149,721-47.7% | $70,126+11.7% |
| Participation rate | 70.9% | 83.6%-12.7pp | 87.1%-16.2pp | 69.5%+1.3pp |
| Annual return | 20.17% | 27.46%-7.3pp | 1501.67%-1481.5pp | 73.15%-53.0pp |
| Employer contribution / active EE | $815 | $3,661-77.7% | $5,444-85.0% | $2,343-65.2% |
| Participant deferral / active EE | $3,835 | $4,982-23.0% | $6,568-41.6% | $3,332+15.1% |
| Admin fee / account holder | $565 | $8,285-93.2% | $11,282-95.0% | $4,645-87.8% |