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 | $146,289 | $91,559+59.8% | $133,971+9.2% | $79,852+83.2% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 15.68% | 61.85%-46.2pp | 45.09%-29.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,686 | $3,734+79.1% | $5,047+32.5% | $3,740+78.7% |
| Admin fee / account holder | $10,425 | $6,321+64.9% | $8,929+16.7% | $5,306+96.5% |