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 | $87,152 | $156,398-44.3% | $147,318-40.8% | $138,895-37.3% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 17.80% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,841 | $8,237+55.9% | $7,906+62.4% | $6,396+100.8% |
| Admin fee / account holder | $11,289 | $14,976-24.6% | $13,708-17.6% | $12,562-10.1% |