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 | $135,565 | $106,524+27.3% | $152,301-11.0% | $87,485+55.0% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.4%-0.9pp | 68.9%+12.6pp |
| Annual return | 16.80% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,551 | $6,525+92.4% | $8,004+56.8% | $4,274+193.7% |
| Admin fee / account holder | $11,333 | $8,287+36.8% | $14,398-21.3% | $7,775+45.8% |