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 | $91,095 | $71,873+26.7% | $86,698+5.1% | $68,490+33.0% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -10.86% | 3.54%-14.4pp | 35.96%-46.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $425 | $2,173-80.4% | $2,837-85.0% | $2,597-83.6% |
| Participant deferral / active EE | $2,919 | $3,779-22.8% | $4,656-37.3% | $4,028-27.5% |
| Admin fee / account holder | $13,821 | $6,110+126.2% | $7,492+84.5% | $5,403+155.8% |