Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,370 | $98,776-62.2% | $149,745-75.0% | $79,856-53.2% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 18.41% | 27.38%-9.0pp | 276.72%-258.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $350 | $3,217-89.1% | $4,646-92.5% | $2,471-85.9% |
| Participant deferral / active EE | $6,355 | $5,681+11.9% | $6,843-7.1% | $3,741+69.9% |
| Admin fee / account holder | $4,356 | $6,053-28.0% | $9,312-53.2% | $5,306-17.9% |