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 | $137,621 | $76,551+79.8% | $123,894+11.1% | $62,881+118.9% |
| Participation rate | 81.6% | 73.0%+8.6pp | 81.4%+0.2pp | 69.3%+12.3pp |
| Annual return | 7.55% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,006 | $4,840+65.4% | $5,984+33.8% | $3,203+149.9% |
| Admin fee / account holder | $4,308 | $4,826-10.7% | $8,357-48.5% | $4,296+0.3% |