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 | $40,712 | $70,366-42.1% | $66,674-38.9% | $138,895-70.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 15.14% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $312 | $2,765-88.7% | $2,620-88.1% | $4,194-92.6% |
| Participant deferral / active EE | $715 | $4,374-83.7% | $4,084-82.5% | $6,396-88.8% |
| Admin fee / account holder | $1,894 | $5,262-64.0% | $5,098-62.8% | $12,562-84.9% |