Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $109,823 | $79,955+37.4% | $98,461+11.5% | $75,173+46.1% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.4pp | 67.2%+30.4pp |
| Annual return | 14.68% | 19.75%-5.1pp | 21.17%-6.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $58 | $2,264-97.4% | $3,049-98.1% | $2,671-97.8% |
| Participant deferral / active EE | $7,596 | $3,752+102.4% | $4,738+60.3% | $4,126+84.1% |
| Admin fee / account holder | $11,347 | $6,841+65.9% | $8,961+26.6% | $5,651+100.8% |