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 | $197,286 | $162,785+21.2% | $133,959+47.3% | $158,950+24.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 14.29% | 41.94%-27.7pp | 45.09%-30.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $622 | $4,975-87.5% | $3,919-84.1% | $4,762-86.9% |
| Participant deferral / active EE | $5,155 | $5,910-12.8% | $5,047+2.1% | $5,983-13.8% |
| Admin fee / account holder | $4,577 | $11,738-61.0% | $8,928-48.7% | $11,248-59.3% |