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 | $83,710 | $140,592-40.5% | $123,105-32.0% | $125,389-33.2% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | 0.92% | 16.80%-15.9pp | 13.22%-12.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,195 | $6,041-80.2% | $5,151-76.8% | $4,866-75.4% |
| Participant deferral / active EE | $4,728 | $6,980-32.3% | $6,229-24.1% | $5,352-11.6% |
| Admin fee / account holder | $307 | $11,198-97.3% | $9,014-96.6% | $9,541-96.8% |