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 | $149,139 | $93,589+59.4% | $135,942+9.7% | $75,181+98.4% |
| Participation rate | 79.2% | 75.2%+4.1pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 19.88% | 30.90%-11.0pp | 68.28%-48.4pp | 160.69%-140.8pp |
| Employer contribution / active EE | $422 | $3,537-88.1% | $4,858-91.3% | $2,671-84.2% |
| Participant deferral / active EE | $10,926 | $6,405+70.6% | $7,759+40.8% | $4,126+164.8% |
| Admin fee / account holder | $6,496 | $6,977-6.9% | $10,764-39.7% | $5,650+15.0% |