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 | $205,563 | $99,345+106.9% | $84,753+142.5% | $273,972-25.0% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 7.77% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $448 | $4,214-89.4% | $3,574-87.5% | $4,869-90.8% |
| Participant deferral / active EE | $4,298 | $4,270+0.7% | $3,712+15.8% | $5,287-18.7% |
| Admin fee / account holder | $4,154 | $6,645-37.5% | $5,333-22.1% | $10,133-59.0% |