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 | $71,341 | $94,436-24.5% | $115,599-38.3% | $82,637-13.7% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.3%+17.7pp | 68.1%+23.9pp |
| Annual return | 17.02% | 18.37%-1.4pp | 111.10%-94.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $419 | $2,324-82.0% | $2,955-85.8% | $2,552-83.6% |
| Participant deferral / active EE | $4,659 | $3,955+17.8% | $4,889-4.7% | $4,126+12.9% |
| Admin fee / account holder | $4,461 | $10,328-56.8% | $12,841-65.3% | $7,339-39.2% |