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 | $74,129 | $93,617-20.8% | $135,982-45.5% | $75,177-1.4% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 21.12% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $429 | $3,538-87.9% | $4,859-91.2% | $2,671-83.9% |
| Participant deferral / active EE | $5,109 | $6,406-20.2% | $7,760-34.2% | $4,126+23.8% |
| Admin fee / account holder | $7,665 | $6,980+9.8% | $10,767-28.8% | $5,651+35.6% |