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 | $86,103 | $81,208+6.0% | $98,920-13.0% | $79,856+7.8% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 12.92% | 60.99%-48.1pp | 196.47%-183.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $381 | $1,960-80.6% | $2,689-85.8% | $2,471-84.6% |
| Participant deferral / active EE | $3,808 | $3,265+16.6% | $4,245-10.3% | $3,741+1.8% |
| Admin fee / account holder | $3,077 | $6,013-48.8% | $6,643-53.7% | $5,306-42.0% |