Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $143,409 | $101,795+40.9% | $165,100-13.1% | $80,959+77.1% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.7%+23.0pp |
| Annual return | 15.37% | 16.73%-1.4pp | 70.21%-54.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $26 | $2,954-99.1% | $4,348-99.4% | $2,757-99.1% |
| Participant deferral / active EE | $6,322 | $4,476+41.2% | $6,035+4.7% | $4,300+47.0% |
| Admin fee / account holder | $13,568 | $8,221+65.0% | $12,696+6.9% | $6,925+95.9% |