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 | $79,693 | $102,828-22.5% | $105,387-24.4% | $152,909-47.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.6%+6.3pp | 82.5%+6.4pp |
| Annual return | 21.06% | 20.85%+0.2pp | 26.82%-5.8pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,407 | $5,465+17.2% | $5,502+16.4% | $5,851+9.5% |
| Admin fee / account holder | $11,990 | $8,683+38.1% | $6,559+82.8% | $11,601+3.4% |