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 | $91,675 | $71,353+28.5% | $92,805-1.2% | $86,983+5.4% |
| Participation rate | 91.8% | 80.9%+11.0pp | 83.5%+8.3pp | 69.5%+22.3pp |
| Annual return | 21.94% | 44.68%-22.7pp | 31.59%-9.7pp | 25.83%-3.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $18,259 | $6,966+162.1% | $8,448+116.2% | $4,194+335.4% |
| Admin fee / account holder | $8,929 | $6,099+46.4% | $10,911-18.2% | $7,856+13.7% |