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 | $196,294 | $152,612+28.6% | $125,192+56.8% | $152,897+28.4% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 18.68% | 54.85%-36.2pp | 43.79%-25.1pp | 345.43%-326.8pp |
| Employer contribution / active EE | $741 | $4,947-85.0% | $3,866-80.8% | $4,764-84.4% |
| Participant deferral / active EE | $5,174 | $5,868-11.8% | $4,937+4.8% | $5,851-11.6% |
| Admin fee / account holder | $29,294 | $13,437+118.0% | $9,704+201.9% | $11,599+152.5% |