Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $221,158 | $211,946+4.3% | $169,452+30.5% | $135,379+63.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $407 | $5,117-92.0% | $4,157-90.2% | $4,779-91.5% |
| Participant deferral / active EE | $2,525 | $6,075-58.4% | $5,277-52.2% | $5,609-55.0% |
| Admin fee / account holder | $540 | $11,472-95.3% | $9,110-94.1% | $10,828-95.0% |