Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,128 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 12.46% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $550 | $4,769-88.5% | $4,268-87.1% | $4,379-87.4% |
| Participant deferral / active EE | $2,317 | $6,350-63.5% | $5,630-58.8% | $6,730-65.6% |
| Admin fee / account holder | $12,050 | $18,654-35.4% | $16,006-24.7% | $14,365-16.1% |