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 | $193,438 | $211,288-8.4% | $178,540+8.3% | $145,884+32.6% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.91% | 30.27%-18.4pp | 27.15%-15.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $450 | $4,574-90.2% | $3,953-88.6% | $4,662-90.3% |
| Participant deferral / active EE | $6,837 | $6,967-1.9% | $6,281+8.9% | $6,690+2.2% |
| Admin fee / account holder | $4,741 | $12,105-60.8% | $10,424-54.5% | $13,392-64.6% |