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 | $133,936 | $183,539-27.0% | $155,556-13.9% | $145,897-8.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.26% | 61.31%-49.0pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $783 | $5,315-85.3% | $4,675-83.3% | $4,663-83.2% |
| Participant deferral / active EE | $6,235 | $6,467-3.6% | $5,631+10.7% | $6,689-6.8% |
| Admin fee / account holder | $3,836 | $19,275-80.1% | $15,885-75.9% | $13,390-71.4% |