Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $133,609 | $97,289+37.3% | $92,805+44.0% | $155,188-13.9% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 18.79% | 29.03%-10.2pp | 31.59%-12.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,764 | $8,795+124.7% | $8,448+134.0% | $6,531+202.6% |
| Admin fee / account holder | $11,461 | $12,015-4.6% | $10,911+5.0% | $14,480-20.9% |