Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $199,163 | $185,883+7.1% | $170,043+17.1% | $139,466+42.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.93% | 60.54%-39.6pp | 53.40%-32.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,145 | $7,596-84.9% | $6,790-83.1% | $4,754-75.9% |
| Participant deferral / active EE | $3,653 | $11,626-68.6% | $10,410-64.9% | $6,712-45.6% |
| Admin fee / account holder | $644 | $15,393-95.8% | $12,824-95.0% | $11,409-94.4% |