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 | $203,628 | $183,516+11.0% | $155,534+30.9% | $145,884+39.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.61% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $568 | $5,315-89.3% | $4,675-87.8% | $4,662-87.8% |
| Participant deferral / active EE | $2,629 | $6,467-59.3% | $5,630-53.3% | $6,690-60.7% |
| Admin fee / account holder | $21,544 | $19,293+11.7% | $15,900+35.5% | $13,392+60.9% |