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 | $123,155-50.8% | $108,753-44.3% | $155,188-60.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 13.74% | 44.73%-31.0pp | 37.47%-23.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $400 | $2,811-85.8% | $2,427-83.5% | $4,248-90.6% |
| Participant deferral / active EE | $1,342 | $4,623-71.0% | $4,115-67.4% | $6,531-79.5% |
| Admin fee / account holder | $10,074 | $12,126-16.9% | $10,320-2.4% | $14,480-30.4% |