Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,880 | $100,194+19.6% | $122,979-2.5% | $86,983+37.8% |
| Participation rate | 83.9% | 73.0%+10.9pp | 77.2%+6.7pp | 69.5%+14.3pp |
| Annual return | 16.98% | 16.47%+0.5pp | 20.12%-3.1pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,711 | $4,133+159.2% | $5,003+114.1% | $4,194+155.4% |
| Admin fee / account holder | $524 | $10,148-94.8% | $12,864-95.9% | $7,856-93.3% |