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 | $133,820 | $77,460+72.8% | $100,378+33.3% | $80,925+65.4% |
| Participation rate | 83.6% | 76.9%+6.7pp | 81.5%+2.1pp | 67.7%+16.0pp |
| Annual return | 13.45% | 37.24%-23.8pp | 49.41%-36.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,033 | $6,818-11.5% | $8,087-25.4% | $4,299+40.4% |
| Admin fee / account holder | $17,682 | $5,887+200.4% | $7,899+123.9% | $6,940+154.8% |