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 | $143,536 | $96,289+49.1% | $213,469-32.8% | $87,485+64.1% |
| Participation rate | 89.1% | 69.6%+19.6pp | 77.1%+12.0pp | 68.9%+20.2pp |
| Annual return | 15.14% | 17.78%-2.6pp | 20.58%-5.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $646 | $3,035-78.7% | $4,994-87.1% | $2,596-75.1% |
| Participant deferral / active EE | $4,667 | $4,750-1.7% | $6,841-31.8% | $4,274+9.2% |
| Admin fee / account holder | $6,860 | $9,670-29.1% | $27,141-74.7% | $7,775-11.8% |