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 | $53,525 | $181,896-70.6% | $156,551-65.8% | $273,972-80.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,059 | $6,248-83.1% | $5,501-80.8% | $4,869-78.3% |
| Participant deferral / active EE | $3,000 | $5,550-45.9% | $4,871-38.4% | $5,287-43.3% |
| Admin fee / account holder | $661 | $15,560-95.7% | $13,028-94.9% | $10,133-93.5% |