Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,803 | $175,259-87.6% | $149,723-85.4% | $139,487-84.4% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 19.67% | 166.82%-147.2pp | 134.50%-114.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $929 | $5,478-83.0% | $4,821-80.7% | $4,755-80.5% |
| Participant deferral / active EE | $2,647 | $6,522-59.4% | $5,682-53.4% | $6,713-60.6% |
| Admin fee / account holder | $1,380 | $16,158-91.5% | $13,215-89.6% | $11,407-87.9% |