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 | $214,358 | $104,098+105.9% | $140,514+52.6% | $94,015+128.0% |
| Participation rate | 96.6% | 73.7%+22.8pp | 77.8%+18.8pp | 70.8%+25.7pp |
| Annual return | 15.32% | 15.14%+0.2pp | 14.36%+1.0pp | 17.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,787 | $4,033+68.3% | $4,919+38.0% | $4,249+59.7% |
| Admin fee / account holder | $6,148 | $10,439-41.1% | $13,697-55.1% | $8,951-31.3% |