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 | $36,243 | $99,345-63.5% | $84,753-57.2% | $273,972-86.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $542 | $4,214-87.1% | $3,574-84.8% | $4,869-88.9% |
| Participant deferral / active EE | $4,102 | $4,270-3.9% | $3,712+10.5% | $5,287-22.4% |
| Admin fee / account holder | $8,447 | $6,645+27.1% | $5,333+58.4% | $10,133-16.6% |