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 | $222,733 | $197,603+12.7% | $177,827+25.3% | $158,950+40.1% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 22.82% | 58.76%-35.9pp | 48.32%-25.5pp | 302.91%-280.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,940 | $8,404+18.3% | $7,713+28.9% | $5,983+66.2% |
| Admin fee / account holder | $1,166 | $15,402-92.4% | $12,429-90.6% | $11,248-89.6% |