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 | $138,014 | $275,752-50.0% | $256,809-46.3% | $198,609-30.5% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 14.44% | 34.81%-20.4pp | 32.73%-18.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,947 | $10,037-40.8% | $9,520-37.5% | $6,977-14.8% |
| Admin fee / account holder | $435 | $25,716-98.3% | $25,146-98.3% | $19,030-97.7% |