Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $160,696 | $93,617+71.7% | $135,982+18.2% | $75,177+113.8% |
| Participation rate | 70.5% | 75.2%-4.7pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 24.14% | 30.89%-6.8pp | 68.32%-44.2pp | 160.75%-136.6pp |
| Employer contribution / active EE | $24 | $3,538-99.3% | $4,859-99.5% | $2,671-99.1% |
| Participant deferral / active EE | $9,581 | $6,406+49.6% | $7,760+23.5% | $4,126+132.2% |
| Admin fee / account holder | $5,827 | $6,980-16.5% | $10,767-45.9% | $5,651+3.1% |