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 | $157,126 | $73,988+112.4% | $96,538+62.8% | $75,177+109.0% |
| Participation rate | 93.8% | 66.4%+27.4pp | 74.3%+19.5pp | 67.2%+26.6pp |
| Annual return | 14.95% | 26.73%-11.8pp | 35.74%-20.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $242 | $2,930-91.7% | $3,740-93.5% | $2,671-90.9% |
| Participant deferral / active EE | $5,190 | $3,660+41.8% | $4,880+6.3% | $4,126+25.8% |
| Admin fee / account holder | $18,615 | $5,220+256.6% | $6,737+176.3% | $5,651+229.4% |