Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,069 | $209,422-53.6% | $178,503-45.6% | $158,982-38.9% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 20.70% | 188.81%-168.1pp | 151.12%-130.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,038 | $5,707-81.8% | $5,011-79.3% | $4,763-78.2% |
| Participant deferral / active EE | $2,595 | $5,955-56.4% | $5,202-50.1% | $5,983-56.6% |
| Admin fee / account holder | $763 | $17,079-95.5% | $13,987-94.5% | $11,252-93.2% |