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 | $118,928 | $223,823-46.9% | $211,142-43.7% | $154,746-23.1% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 15.04% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,093 | $6,787-83.9% | $6,442-83.0% | $4,379-75.0% |
| Participant deferral / active EE | $3,521 | $9,750-63.9% | $9,284-62.1% | $6,730-47.7% |
| Admin fee / account holder | $11,089 | $19,707-43.7% | $19,076-41.9% | $14,365-22.8% |