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 | $184,506 | $101,795+81.3% | $165,100+11.8% | $80,959+127.9% |
| Participation rate | 91.1% | 71.8%+19.3pp | 78.6%+12.5pp | 67.7%+23.4pp |
| Annual return | 24.77% | 16.73%+8.0pp | 70.21%-45.4pp | 35.67%-10.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,548 | $4,476+113.3% | $6,035+58.2% | $4,300+122.0% |
| Admin fee / account holder | $445 | $8,221-94.6% | $12,696-96.5% | $6,925-93.6% |