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 | $109,474 | $87,166+25.6% | $76,735+42.7% | $137,256-20.2% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 13.94% | 26.50%-12.6pp | 29.77%-15.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,818 | $4,726+1.9% | $4,088+17.9% | $6,407-24.8% |
| Admin fee / account holder | $5,036 | $8,403-40.1% | $7,189-30.0% | $12,270-59.0% |