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 | $63,917 | $58,627+9.0% | $76,735-16.7% | $82,448-22.5% |
| Participation rate | 84.9% | 63.2%+21.7pp | 69.5%+15.4pp | 68.1%+16.8pp |
| Annual return | 16.09% | 39.10%-23.0pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4 | $1,729-99.8% | $2,454-99.8% | $2,551-99.9% |
| Participant deferral / active EE | $3,440 | $3,134+9.8% | $4,088-15.9% | $4,139-16.9% |
| Admin fee / account holder | $869 | $5,323-83.7% | $7,189-87.9% | $7,234-88.0% |