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 | $68,586 | $76,551-10.4% | $123,894-44.6% | $62,881+9.1% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 7.28% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $232 | $2,882-91.9% | $4,617-95.0% | $2,281-89.8% |
| Participant deferral / active EE | $6,724 | $4,840+38.9% | $5,984+12.4% | $3,203+109.9% |
| Admin fee / account holder | $10,563 | $4,826+118.9% | $8,357+26.4% | $4,296+145.9% |