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 | $16,219 | $99,345-83.7% | $84,753-80.9% | $273,972-94.1% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $481 | $4,214-88.6% | $3,574-86.5% | $4,869-90.1% |
| Participant deferral / active EE | $2,660 | $4,270-37.7% | $3,712-28.3% | $5,287-49.7% |
| Admin fee / account holder | $2,436 | $6,645-63.4% | $5,333-54.3% | $10,133-76.0% |