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 | $122,509 | $86,294+42.0% | $111,303+10.1% | $85,856+42.7% |
| Participation rate | 74.4% | 73.3%+1.0pp | 77.3%-3.0pp | 69.3%+5.0pp |
| Annual return | 12.52% | 19.99%-7.5pp | 54.66%-42.1pp | 318.58%-306.1pp |
| Employer contribution / active EE | $390 | $2,043-80.9% | $2,731-85.7% | $2,565-84.8% |
| Participant deferral / active EE | $3,549 | $3,641-2.5% | $4,487-20.9% | $3,952-10.2% |
| Admin fee / account holder | $62,781 | $8,189+666.7% | $7,966+688.1% | $6,261+902.8% |