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 | $98,585 | $81,476+21.0% | $102,383-3.7% | $80,925+21.8% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.7%+18.5pp |
| Annual return | 11.86% | 25.59%-13.7pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $654 | $3,105-78.9% | $3,870-83.1% | $2,756-76.3% |
| Participant deferral / active EE | $8,975 | $3,871+131.9% | $5,060+77.4% | $4,299+108.8% |
| Admin fee / account holder | $1,654 | $6,717-75.4% | $8,391-80.3% | $6,940-76.2% |