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 | $25,297 | $39,132-35.4% | $57,196-55.8% | $62,881-59.8% |
| Participation rate | 80.0% | 70.5%+9.5pp | 75.3%+4.7pp | 69.3%+10.7pp |
| Annual return | 6.58% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $334 | $1,874-82.2% | $2,683-87.6% | $2,281-85.4% |
| Participant deferral / active EE | $1,877 | $2,374-20.9% | $3,096-39.4% | $3,203-41.4% |
| Admin fee / account holder | $4,507 | $2,594+73.8% | $3,141+43.5% | $4,296+4.9% |