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 | $103,393 | $135,956-24.0% | $123,894-16.5% | $273,972-62.3% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 6.28% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $278 | $5,170-94.6% | $4,617-94.0% | $4,869-94.3% |
| Participant deferral / active EE | $8,671 | $6,343+36.7% | $5,984+44.9% | $5,287+64.0% |
| Admin fee / account holder | $680 | $9,817-93.1% | $8,357-91.9% | $10,133-93.3% |