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 | $77,537 | $56,287+37.8% | $80,977-4.2% | $62,881+23.3% |
| Participation rate | 83.1% | 68.9%+14.1pp | 75.8%+7.3pp | 69.3%+13.8pp |
| Annual return | 7.93% | 22.13%-14.2pp | 17.11%-9.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,470 | $4,196+78.0% | $5,696+31.1% | $3,203+133.2% |
| Admin fee / account holder | $4,878 | $3,742+30.4% | $5,517-11.6% | $4,296+13.5% |