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 | $228,304 | $148,582+53.7% | $135,942+67.9% | $139,456+63.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.51% | 79.26%-64.7pp | 68.28%-53.8pp | 373.45%-358.9pp |
| Employer contribution / active EE | $780 | $5,245-85.1% | $4,858-83.9% | $4,753-83.6% |
| Participant deferral / active EE | $9,667 | $8,101+19.3% | $7,759+24.6% | $6,711+44.0% |
| Admin fee / account holder | $2,310 | $12,402-81.4% | $10,764-78.5% | $11,407-79.7% |