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 | $70,478 | $154,228-54.3% | $145,433-51.5% | $137,256-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.59% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $733 | $4,804-84.7% | $4,554-83.9% | $4,156-82.4% |
| Participant deferral / active EE | $3,045 | $8,216-62.9% | $7,897-61.4% | $6,407-52.5% |
| Admin fee / account holder | $619 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |