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 | $155,063 | $106,749+45.3% | $145,433+6.6% | $82,448+88.1% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 17.12% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $206 | $3,444-94.0% | $4,554-95.5% | $2,551-91.9% |
| Participant deferral / active EE | $12,564 | $6,519+92.7% | $7,897+59.1% | $4,139+203.5% |
| Admin fee / account holder | $8,164 | $8,390-2.7% | $13,129-37.8% | $7,234+12.9% |