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 | $142,407 | $124,336+14.5% | $111,303+27.9% | $167,518-15.0% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 13.67% | 37.45%-23.8pp | 54.66%-41.0pp | 478.71%-465.0pp |
| Employer contribution / active EE | $417 | $3,436-87.9% | $2,731-84.7% | $4,838-91.4% |
| Participant deferral / active EE | $4,506 | $5,181-13.0% | $4,487+0.4% | $6,342-28.9% |
| Admin fee / account holder | $2,802 | $10,623-73.6% | $7,966-64.8% | $12,312-77.2% |