Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $117,191 | $96,558+21.4% | $80,977+44.7% | $273,972-57.2% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 7.38% | 15.14%-7.8pp | 17.11%-9.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,617 | $6,598-30.0% | $5,696-18.9% | $5,287-12.7% |
| Admin fee / account holder | $4,290 | $7,493-42.7% | $5,517-22.2% | $10,133-57.7% |