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 | $144,373 | $95,453+51.2% | $112,040+28.9% | $82,448+75.1% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 16.17% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $591 | $2,318-74.5% | $2,954-80.0% | $2,551-76.8% |
| Participant deferral / active EE | $6,259 | $4,224+48.2% | $5,098+22.8% | $4,139+51.2% |
| Admin fee / account holder | $16,654 | $9,013+84.8% | $12,098+37.7% | $7,234+130.2% |