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 | $21,368 | $73,787-71.0% | $98,716-78.4% | $82,448-74.1% |
| Participation rate | 74.7% | 61.4%+13.3pp | 69.3%+5.4pp | 68.1%+6.6pp |
| Annual return | 20.24% | 18.57%+1.7pp | 31.81%-11.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | -$582 | $1,511-138.5% | $2,279-125.5% | $2,551-122.8% |
| Participant deferral / active EE | $2,806 | $3,081-8.9% | $4,048-30.7% | $4,139-32.2% |
| Admin fee / account holder | $1,359 | $6,500-79.1% | $8,703-84.4% | $7,234-81.2% |