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 | $117,567 | $124,980-5.9% | $108,359+8.5% | $154,746-24.0% |
| Participation rate | 76.2% | 75.2%+1.0pp | 70.1%+6.1pp | 80.7%-4.5pp |
| Annual return | 8.86% | 45.00%-36.1pp | 36.89%-28.0pp | 172.34%-163.5pp |
| Employer contribution / active EE | $224 | $2,851-92.1% | $2,399-90.7% | $4,379-94.9% |
| Participant deferral / active EE | $3,853 | $4,743-18.8% | $4,137-6.9% | $6,730-42.8% |
| Admin fee / account holder | $14,492 | $11,502+26.0% | $9,741+48.8% | $14,365+0.9% |