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 | $193,547 | $56,894+240.2% | $84,753+128.4% | $62,881+207.8% |
| Participation rate | 85.9% | 68.5%+17.4pp | 76.6%+9.3pp | 69.3%+16.6pp |
| Annual return | 6.99% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,982 | $2,709+157.7% | $3,712+88.1% | $3,203+118.0% |
| Admin fee / account holder | $8,367 | $3,581+133.7% | $5,333+56.9% | $4,296+94.8% |