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 | $186,911 | $135,956+37.5% | $123,894+50.9% | $273,972-31.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $197 | $5,170-96.2% | $4,617-95.7% | $4,869-96.0% |
| Participant deferral / active EE | $14,155 | $6,343+123.2% | $5,984+136.5% | $5,287+167.7% |
| Admin fee / account holder | $995 | $9,817-89.9% | $8,357-88.1% | $10,133-90.2% |