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 | $127,310 | $84,236+51.1% | $170,439-25.3% | $70,124+81.5% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 14.02% | 23.06%-9.0pp | 205.94%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $162 | $3,387-95.2% | $5,433-97.0% | $2,342-93.1% |
| Participant deferral / active EE | $4,868 | $3,086+57.8% | $4,939-1.4% | $3,332+46.1% |
| Admin fee / account holder | $11,157 | $5,698+95.8% | $13,881-19.6% | $4,645+140.2% |