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 | $99,645 | $111,814-10.9% | $103,378-3.6% | $145,978-31.7% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 9.07% | 24.80%-15.7pp | 24.91%-15.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $336 | $4,215-92.0% | $3,870-91.3% | $4,662-92.8% |
| Participant deferral / active EE | $4,150 | $5,618-26.1% | $5,058-18.0% | $6,690-38.0% |
| Admin fee / account holder | $23,751 | $9,764+143.3% | $8,401+182.7% | $13,400+77.2% |