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 | $157,187 | $117,895+33.3% | $102,460+53.4% | $145,897+7.7% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 11.98% | 31.92%-19.9pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $806 | $3,619-77.7% | $3,025-73.4% | $4,663-82.7% |
| Participant deferral / active EE | $4,788 | $5,736-16.5% | $5,056-5.3% | $6,689-28.4% |
| Admin fee / account holder | $9,370 | $13,353-29.8% | $9,460-1.0% | $13,390-30.0% |