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 | $146,619 | $166,268-11.8% | $165,100-11.2% | $145,897+0.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.88% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $341 | $5,284-93.5% | $4,348-92.2% | $4,663-92.7% |
| Participant deferral / active EE | $5,993 | $6,964-14.0% | $6,035-0.7% | $6,689-10.4% |
| Admin fee / account holder | $352 | $16,659-97.9% | $12,696-97.2% | $13,390-97.4% |