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 | $109,011 | $127,387-14.4% | $115,038-5.2% | $125,389-13.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -1.93% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $405 | $5,166-92.2% | $4,608-91.2% | $4,866-91.7% |
| Participant deferral / active EE | $5,607 | $6,423-12.7% | $6,026-7.0% | $5,352+4.8% |
| Admin fee / account holder | $5,208 | $9,516-45.3% | $8,175-36.3% | $9,541-45.4% |