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 | $120,579 | $148,629-18.9% | $135,982-11.3% | $139,487-13.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.83% | 79.33%-54.5pp | 68.32%-43.5pp | 373.84%-349.0pp |
| Employer contribution / active EE | $19 | $5,247-99.6% | $4,859-99.6% | $4,755-99.6% |
| Participant deferral / active EE | $12,835 | $8,102+58.4% | $7,760+65.4% | $6,713+91.2% |
| Admin fee / account holder | $6,873 | $12,406-44.6% | $10,767-36.2% | $11,407-39.7% |