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 | $214,405 | $165,381+29.6% | $149,730+43.2% | $158,966+34.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.19% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $712 | $5,104-86.1% | $4,645-84.7% | $4,762-85.1% |
| Participant deferral / active EE | $3,881 | $7,182-46.0% | $6,843-43.3% | $5,983-35.1% |
| Admin fee / account holder | $32,565 | $10,809+201.3% | $9,310+249.8% | $11,250+189.5% |