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 | $95,404+124.7% | $113,397+89.0% | $82,637+159.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 15.32% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,787 | $4,220+60.8% | $5,076+33.7% | $4,126+64.5% |
| Admin fee / account holder | $6,148 | $9,168-32.9% | $11,957-48.6% | $7,339-16.2% |