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 | $114,465 | $58,828+94.6% | $78,002+46.7% | $62,881+82.0% |
| Participation rate | 97.4% | 71.1%+26.3pp | 75.5%+21.8pp | 69.3%+28.1pp |
| Annual return | 9.01% | 17.16%-8.2pp | 425.99%-417.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | -$318 | $1,672-119.0% | $2,470-112.9% | $2,281-113.9% |
| Participant deferral / active EE | $7,570 | $2,686+181.9% | $3,497+116.5% | $3,203+136.3% |
| Admin fee / account holder | $3,051 | $4,393-30.6% | $5,481-44.3% | $4,296-29.0% |