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 | $125,061 | $165,381-24.4% | $149,730-16.5% | $158,966-21.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 15.20% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.7pp |
| Employer contribution / active EE | $159 | $5,104-96.9% | $4,645-96.6% | $4,762-96.7% |
| Participant deferral / active EE | $8,795 | $7,182+22.5% | $6,843+28.5% | $5,983+47.0% |
| Admin fee / account holder | $13,455 | $10,809+24.5% | $9,310+44.5% | $11,250+19.6% |