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 | $181,601 | $81,446+123.0% | $103,374+75.7% | $80,874+124.5% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 12.87% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,624 | $3,870+45.3% | $5,058+11.2% | $4,297+30.9% |
| Admin fee / account holder | $5,170 | $6,715-23.0% | $8,394-38.4% | $6,935-25.5% |