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 | $60,620 | $124,980-51.5% | $108,359-44.1% | $154,746-60.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 13.74% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $400 | $2,851-86.0% | $2,399-83.3% | $4,379-90.9% |
| Participant deferral / active EE | $1,342 | $4,743-71.7% | $4,137-67.6% | $6,730-80.1% |
| Admin fee / account holder | $10,074 | $11,502-12.4% | $9,741+3.4% | $14,365-29.9% |