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 | $106,408 | $124,336-14.4% | $111,303-4.4% | $167,518-36.5% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 12.65% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $603 | $3,436-82.4% | $2,731-77.9% | $4,838-87.5% |
| Participant deferral / active EE | $5,753 | $5,181+11.0% | $4,487+28.2% | $6,342-9.3% |
| Admin fee / account holder | $5,423 | $10,623-48.9% | $7,966-31.9% | $12,312-56.0% |