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 | $226,157 | $201,344+12.3% | $184,243+22.7% | $145,877+55.0% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 14.84% | 29.01%-14.2pp | 28.82%-14.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $271 | $7,022-96.1% | $6,427-95.8% | $4,663-94.2% |
| Participant deferral / active EE | $11,253 | $9,807+14.7% | $9,132+23.2% | $6,691+68.2% |
| Admin fee / account holder | $33,314 | $16,382+103.4% | $13,914+139.4% | $13,402+148.6% |