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 | $171,116 | $154,228+11.0% | $145,433+17.7% | $137,256+24.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $100 | $4,804-97.9% | $4,554-97.8% | $4,156-97.6% |
| Participant deferral / active EE | $14,324 | $8,216+74.3% | $7,897+81.4% | $6,407+123.6% |
| Admin fee / account holder | $313 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |