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 | $54,076 | $78,707-31.3% | $117,861-54.1% | $70,126-22.9% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 18.13% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $501 | $2,223-77.5% | $3,786-86.8% | $2,343-78.6% |
| Participant deferral / active EE | $3,497 | $3,297+6.0% | $4,482-22.0% | $3,332+5.0% |
| Admin fee / account holder | $961 | $5,066-81.0% | $8,021-88.0% | $4,645-79.3% |