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 | $90,589 | $181,896-50.2% | $156,551-42.1% | $273,972-66.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.81% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $828 | $6,248-86.8% | $5,501-85.0% | $4,869-83.0% |
| Participant deferral / active EE | $3,356 | $5,550-39.5% | $4,871-31.1% | $5,287-36.5% |
| Admin fee / account holder | $6,181 | $15,560-60.3% | $13,028-52.6% | $10,133-39.0% |