Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,414 | $102,609-47.9% | $98,090-45.5% | $138,895-61.5% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 17.79% | 36.44%-18.6pp | 37.05%-19.3pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,179 | $8,167+24.6% | $7,845+29.8% | $6,396+59.1% |
| Admin fee / account holder | $14,056 | $11,434+22.9% | $11,815+19.0% | $12,562+11.9% |