Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $150,730 | $176,838-14.8% | $146,685+2.8% | $167,518-10.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 12.08% | 24.04%-12.0pp | 22.75%-10.7pp | 478.71%-466.6pp |
| Employer contribution / active EE | $420 | $5,161-91.9% | $4,137-89.9% | $4,838-91.3% |
| Participant deferral / active EE | $6,800 | $6,441+5.6% | $5,507+23.5% | $6,342+7.2% |
| Admin fee / account holder | $640 | $13,262-95.2% | $10,281-93.8% | $12,312-94.8% |