Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,730 | $156,398-86.7% | $147,318-85.9% | $138,895-85.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.60% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $120 | $4,853-97.5% | $4,593-97.4% | $4,194-97.1% |
| Participant deferral / active EE | $3,984 | $8,237-51.6% | $7,906-49.6% | $6,396-37.7% |
| Admin fee / account holder | $613 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |