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 | $64,951 | $254,759-74.5% | $216,567-70.0% | $198,609-67.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 81.6%+4.1pp | 82.4%+3.3pp |
| Annual return | 6.96% | 10.04%-3.1pp | 12.94%-6.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,272 | $6,948-38.5% | $6,191-31.0% | $6,977-38.8% |
| Admin fee / account holder | $30,645 | $26,311+16.5% | $21,981+39.4% | $19,030+61.0% |