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 | $42,559 | $157,304-72.9% | $141,197-69.9% | $152,909-72.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.71% | 64.34%-47.6pp | 71.41%-54.7pp | 345.46%-328.8pp |
| Employer contribution / active EE | $705 | $5,263-86.6% | $4,736-85.1% | $4,764-85.2% |
| Participant deferral / active EE | $4,163 | $7,111-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $18,594 | $12,126+53.3% | $10,265+81.1% | $11,601+60.3% |