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 | $44,897 | $63,082-28.8% | $81,726-45.1% | $79,856-43.8% |
| Participation rate | 82.9% | 67.5%+15.4pp | 72.0%+10.9pp | 69.6%+13.3pp |
| Annual return | 11.53% | 22.66%-11.1pp | 29.49%-18.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $229 | $1,795-87.2% | $4,311-94.7% | $2,471-90.7% |
| Participant deferral / active EE | $1,369 | $2,780-50.8% | $7,108-80.7% | $3,741-63.4% |
| Admin fee / account holder | $914 | $4,428-79.4% | $5,160-82.3% | $5,306-82.8% |