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 | $130,692 | $102,828+27.1% | $105,387+24.0% | $152,885-14.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 20.75% | 20.85%-0.1pp | 26.82%-6.1pp | 345.39%-324.6pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,760 | $5,465+23.7% | $5,502+22.9% | $5,851+15.5% |
| Admin fee / account holder | $425 | $8,683-95.1% | $6,559-93.5% | $11,598-96.3% |