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 | $120,464 | $165,381-27.2% | $149,730-19.5% | $158,966-24.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 13.19% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $695 | $5,104-86.4% | $4,645-85.0% | $4,762-85.4% |
| Participant deferral / active EE | $7,081 | $7,182-1.4% | $6,843+3.5% | $5,983+18.4% |
| Admin fee / account holder | $808 | $10,809-92.5% | $9,310-91.3% | $11,250-92.8% |