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 | $42,487 | $165,381-74.3% | $149,730-71.6% | $158,966-73.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.14% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $105 | $5,104-97.9% | $4,645-97.7% | $4,762-97.8% |
| Participant deferral / active EE | $9,575 | $7,182+33.3% | $6,843+39.9% | $5,983+60.0% |
| Admin fee / account holder | $4,614 | $10,809-57.3% | $9,310-50.4% | $11,250-59.0% |