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 | $243,082 | $175,259+38.7% | $149,723+62.4% | $139,487+74.3% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 19.06% | 166.82%-147.8pp | 134.50%-115.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $506 | $5,478-90.8% | $4,821-89.5% | $4,755-89.4% |
| Participant deferral / active EE | $2,479 | $6,522-62.0% | $5,682-56.4% | $6,713-63.1% |
| Admin fee / account holder | $594 | $16,158-96.3% | $13,215-95.5% | $11,407-94.8% |