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 | $41,137 | $70,917-42.0% | $98,920-58.4% | $73,497-44.0% |
| Participation rate | 76.9% | 73.8%+3.1pp | 76.0%+0.9pp | 70.7%+6.2pp |
| Annual return | 17.36% | 34.18%-16.8pp | 196.47%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $238 | $2,037-88.3% | $2,689-91.1% | $2,270-89.5% |
| Participant deferral / active EE | $2,339 | $3,501-33.2% | $4,245-44.9% | $3,740-37.4% |
| Admin fee / account holder | $5,130 | $535+859.0% | $6,643-22.8% | $513+899.8% |