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 | $115,213 | $157,296-26.8% | $141,191-18.4% | $152,897-24.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.81% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $822 | $5,262-84.4% | $4,736-82.7% | $4,764-82.8% |
| Participant deferral / active EE | $4,379 | $7,111-38.4% | $6,710-34.7% | $5,851-25.2% |
| Admin fee / account holder | $4,107 | $12,125-66.1% | $10,264-60.0% | $11,599-64.6% |