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 | $80,572 | $157,296-48.8% | $141,191-42.9% | $152,897-47.3% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 23.10% | 64.34%-41.2pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,805 | $7,111+9.8% | $6,710+16.3% | $5,851+33.4% |
| Admin fee / account holder | $804 | $12,125-93.4% | $10,264-92.2% | $11,599-93.1% |