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 | $111,989 | $86,940+28.8% | $102,434+9.3% | $80,935+38.4% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.7%+11.8pp |
| Annual return | 10.64% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $658 | $2,370-72.2% | $3,023-78.2% | $2,757-76.1% |
| Participant deferral / active EE | $6,951 | $4,121+68.7% | $5,055+37.5% | $4,299+61.7% |
| Admin fee / account holder | $2,341 | $8,047-70.9% | $9,462-75.3% | $6,924-66.2% |