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 | $104,765 | $95,404+9.8% | $113,397-7.6% | $82,637+26.8% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.5%+14.9pp | 68.1%+23.3pp |
| Annual return | 15.05% | 19.08%-4.0pp | 23.20%-8.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,663 | $4,220+81.6% | $5,076+51.0% | $4,126+85.7% |
| Admin fee / account holder | $2,204 | $9,168-76.0% | $11,957-81.6% | $7,339-70.0% |