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 | $177,070 | $148,623+19.1% | $135,974+30.2% | $139,466+27.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.18% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.5pp |
| Employer contribution / active EE | $989 | $5,246-81.1% | $4,859-79.6% | $4,754-79.2% |
| Participant deferral / active EE | $16,739 | $8,103+106.6% | $7,760+115.7% | $6,712+149.4% |
| Admin fee / account holder | $2,223 | $12,406-82.1% | $10,767-79.3% | $11,409-80.5% |