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 | $96,739 | $60,349+60.3% | $74,184+30.4% | $62,881+53.8% |
| Participation rate | 93.9% | 72.7%+21.2pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 9.98% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,918 | $2,856+37.2% | $3,550+10.4% | $3,203+22.3% |
| Admin fee / account holder | $2,579 | $4,261-39.5% | $5,586-53.8% | $4,296-40.0% |