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 | $77,556 | $54,162+43.2% | $68,612+13.0% | $64,173+20.9% |
| Participation rate | 92.7% | 68.1%+24.7pp | 72.2%+20.5pp | 69.6%+23.2pp |
| Annual return | -2.07% | -1.62%-0.4pp | -4.63%+2.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $304 | $1,846-83.5% | $2,625-88.4% | $2,381-87.2% |
| Participant deferral / active EE | $7,579 | $2,626+188.6% | $3,311+128.9% | $3,470+118.4% |
| Admin fee / account holder | $9,159 | $4,029+127.3% | $5,131+78.5% | $4,887+87.4% |