Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,143 | $174,379-93.0% | $152,093-92.0% | $138,895-91.3% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.8%+6.4pp | 79.9%+4.3pp |
| Annual return | 31.75% | 74.86%-43.1pp | 66.36%-34.6pp | 145.39%-113.6pp |
| Employer contribution / active EE | $777 | $4,652-83.3% | $4,175-81.4% | $4,194-81.5% |
| Participant deferral / active EE | $2,566 | $6,159-58.3% | $5,451-52.9% | $6,396-59.9% |
| Admin fee / account holder | $784 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |