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 | $93,137 | $99,345-6.2% | $84,753+9.9% | $273,972-66.0% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 6.94% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $559 | $4,214-86.7% | $3,574-84.4% | $4,869-88.5% |
| Participant deferral / active EE | $1,355 | $4,270-68.3% | $3,712-63.5% | $5,287-74.4% |
| Admin fee / account holder | $10,963 | $6,645+65.0% | $5,333+105.6% | $10,133+8.2% |