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 | $216,100 | $136,860+57.9% | $120,344+79.6% | $154,746+39.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.89% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $733 | $3,533-79.2% | $3,020-75.7% | $4,379-83.3% |
| Participant deferral / active EE | $4,438 | $5,793-23.4% | $5,135-13.6% | $6,730-34.1% |
| Admin fee / account holder | $5,540 | $15,393-64.0% | $12,742-56.5% | $14,365-61.4% |