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 | $89,828 | $86,949+3.3% | $102,460-12.3% | $80,959+11.0% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 19.65% | 18.89%+0.8pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $367 | $2,370-84.5% | $3,025-87.9% | $2,757-86.7% |
| Participant deferral / active EE | $1,920 | $4,121-53.4% | $5,056-62.0% | $4,300-55.3% |
| Admin fee / account holder | $774 | $8,048-90.4% | $9,460-91.8% | $6,925-88.8% |