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 | $133,926 | $138,385-3.2% | $184,243-27.3% | $80,925+65.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.7%+13.6pp |
| Annual return | 23.87% | 20.02%+3.8pp | 28.82%-4.9pp | 35.65%-11.8pp |
| Employer contribution / active EE | $1,279 | $4,851-73.6% | $6,427-80.1% | $2,756-53.6% |
| Participant deferral / active EE | $3,164 | $7,075-55.3% | $9,132-65.4% | $4,299-26.4% |
| Admin fee / account holder | $13,886 | $10,489+32.4% | $13,914-0.2% | $6,940+100.1% |