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 | $65,752 | $117,829-44.2% | $102,423-35.8% | $145,877-54.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 13.90% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $517 | $3,615-85.7% | $3,023-82.9% | $4,663-88.9% |
| Participant deferral / active EE | $9,639 | $5,732+68.2% | $5,054+90.7% | $6,691+44.1% |
| Admin fee / account holder | $14,154 | $13,335+6.1% | $9,455+49.7% | $13,402+5.6% |