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 | $154,005 | $143,969+7.0% | $199,883-23.0% | $82,637+86.4% |
| Participation rate | 75.8% | 84.1%-8.4pp | 86.8%-11.0pp | 68.1%+7.7pp |
| Annual return | 17.29% | 25.67%-8.4pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $755 | $4,632-83.7% | $6,261-87.9% | $2,552-70.4% |
| Participant deferral / active EE | $5,936 | $6,937-14.4% | $9,138-35.0% | $4,126+43.9% |
| Admin fee / account holder | $5,137 | $14,597-64.8% | $17,268-70.3% | $7,339-30.0% |