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 | $71,755 | $80,992-11.4% | $96,534-25.7% | $75,173-4.5% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.6pp | 67.2%+21.4pp |
| Annual return | 13.08% | 27.05%-14.0pp | 25.88%-12.8pp | 160.72%-147.6pp |
| Employer contribution / active EE | $440 | $2,283-80.7% | $2,965-85.2% | $2,671-83.5% |
| Participant deferral / active EE | $2,855 | $3,929-27.4% | $4,851-41.2% | $4,126-30.8% |
| Admin fee / account holder | $3,688 | $6,717-45.1% | $8,253-55.3% | $5,651-34.7% |