Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,088 | $80,992+74.2% | $96,534+46.2% | $75,173+87.7% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 18.42% | 27.05%-8.6pp | 25.88%-7.5pp | 160.72%-142.3pp |
| Employer contribution / active EE | $508 | $2,283-77.8% | $2,965-82.9% | $2,671-81.0% |
| Participant deferral / active EE | $2,908 | $3,929-26.0% | $4,851-40.0% | $4,126-29.5% |
| Admin fee / account holder | $5,488 | $6,717-18.3% | $8,253-33.5% | $5,651-2.9% |