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 | $74,776 | $117,895-36.6% | $102,460-27.0% | $145,897-48.7% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 11.40% | 31.92%-20.5pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $799 | $3,619-77.9% | $3,025-73.6% | $4,663-82.9% |
| Participant deferral / active EE | $2,084 | $5,736-63.7% | $5,056-58.8% | $6,689-68.9% |
| Admin fee / account holder | $4,757 | $13,353-64.4% | $9,460-49.7% | $13,390-64.5% |