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 | $113,967 | $78,423+45.3% | $95,964+18.8% | $79,856+42.7% |
| Participation rate | 92.2% | 73.5%+18.7pp | 77.1%+15.1pp | 69.6%+22.5pp |
| Annual return | 14.04% | 19.37%-5.3pp | 91.64%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $326 | $1,945-83.2% | $2,541-87.2% | $2,471-86.8% |
| Participant deferral / active EE | $2,622 | $3,440-23.8% | $4,167-37.1% | $3,741-29.9% |
| Admin fee / account holder | $6,120 | $5,622+8.9% | $6,797-10.0% | $5,306+15.3% |