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 | $32,884 | $67,602-51.4% | $82,312-60.0% | $70,126-53.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 13.51% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $315 | $1,755-82.0% | $2,428-87.0% | $2,343-86.6% |
| Participant deferral / active EE | $2,579 | $2,987-13.7% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $982 | $4,512-78.2% | $5,608-82.5% | $4,645-78.9% |