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 | $107,786 | $101,798+5.9% | $165,071-34.7% | $80,935+33.2% |
| Participation rate | 78.3% | 71.8%+6.5pp | 78.6%-0.3pp | 67.7%+10.7pp |
| Annual return | 24.60% | 16.73%+7.9pp | 70.17%-45.6pp | 35.66%-11.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,100 | $4,476-8.4% | $6,035-32.1% | $4,299-4.6% |
| Admin fee / account holder | $9,114 | $8,221+10.9% | $12,695-28.2% | $6,924+31.6% |