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 | $153,260 | $212,386-27.8% | $199,883-23.3% | $138,895+10.3% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 21.31% | 47.75%-26.4pp | 43.81%-22.5pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,356 | $6,625-79.5% | $6,261-78.3% | $4,194-67.7% |
| Participant deferral / active EE | $10,862 | $9,617+12.9% | $9,138+18.9% | $6,396+69.8% |
| Admin fee / account holder | $1,493 | $18,233-91.8% | $17,268-91.4% | $12,562-88.1% |