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 | $160,474 | $140,592+14.1% | $123,105+30.4% | $125,389+28.0% |
| Participation rate | 73.9% | 88.2%-14.3pp | 86.8%-12.9pp | 83.2%-9.3pp |
| Annual return | -1.49% | 16.80%-18.3pp | 13.22%-14.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $466 | $6,041-92.3% | $5,151-91.0% | $4,866-90.4% |
| Participant deferral / active EE | $10,075 | $6,980+44.3% | $6,229+61.7% | $5,352+88.3% |
| Admin fee / account holder | $21,989 | $11,198+96.4% | $9,014+143.9% | $9,541+130.5% |