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 | $170,995 | $153,769+11.2% | $133,975+27.6% | $273,972-37.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $800 | $6,029-86.7% | $5,211-84.6% | $4,869-83.6% |
| Participant deferral / active EE | $3,138 | $6,958-54.9% | $6,282-50.1% | $5,287-40.7% |
| Admin fee / account holder | $2,851 | $11,765-75.8% | $9,324-69.4% | $10,133-71.9% |