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 | $109,435 | $109,359+0.1% | $162,185-32.5% | $72,976+50.0% |
| Participation rate | 94.2% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.7pp |
| Annual return | 21.19% | 25.46%-4.3pp | 115.61%-94.4pp | 81.02%-59.8pp |
| Employer contribution / active EE | $385 | $3,907-90.2% | $5,613-93.1% | $2,440-84.2% |
| Participant deferral / active EE | $5,053 | $5,481-7.8% | $7,297-30.8% | $3,608+40.1% |
| Admin fee / account holder | $797 | $7,972-90.0% | $10,844-92.7% | $5,124-84.5% |