Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,242 | $46,688+11.9% | $189,758-72.5% | $69,733-25.1% |
| Participation rate | 83.8% | 61.7%+22.1pp | 79.8%+4.0pp | 62.5%+21.4pp |
| Annual return | 22.82% | 14.35%+8.5pp | 52.62%-29.8pp | 15.22%+7.6pp |
| Employer contribution / active EE | $370 | $1,695-78.2% | $4,767-92.2% | $2,250-83.6% |
| Participant deferral / active EE | $3,713 | $2,143+73.3% | $5,856-36.6% | $3,054+21.6% |
| Admin fee / account holder | $2,609 | $1,700+53.4% | $20,388-87.2% | $3,102-15.9% |