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 | $184,116 | $115,931+58.8% | $185,441-0.7% | $86,983+111.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 80.3%-10.3pp | 69.5%+0.5pp |
| Annual return | 11.93% | 21.47%-9.5pp | 20.16%-8.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $621 | $2,937-78.8% | $4,672-86.7% | $2,584-76.0% |
| Participant deferral / active EE | $5,132 | $4,551+12.8% | $6,152-16.6% | $4,194+22.4% |
| Admin fee / account holder | $6,037 | $10,687-43.5% | $17,890-66.3% | $7,856-23.1% |