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 | $182,347 | $86,949+109.7% | $102,460+78.0% | $80,959+125.2% |
| Participation rate | 94.8% | 72.4%+22.4pp | 76.5%+18.3pp | 67.7%+27.2pp |
| Annual return | 10.95% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,321 | $4,121-43.7% | $5,056-54.1% | $4,300-46.0% |
| Admin fee / account holder | $18,416 | $8,048+128.8% | $9,460+94.7% | $6,925+165.9% |