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 | $137,322 | $100,033+37.3% | $149,716-8.3% | $70,124+95.8% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 17.42% | 27.43%-10.0pp | 1501.67%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $728 | $3,661-80.1% | $5,444-86.6% | $2,342-68.9% |
| Participant deferral / active EE | $5,380 | $4,982+8.0% | $6,568-18.1% | $3,332+61.5% |
| Admin fee / account holder | $8,641 | $8,285+4.3% | $11,282-23.4% | $4,645+86.0% |