Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $97,935 | $102,422-4.4% | $147,117-33.4% | $80,959+21.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 12.45% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $463 | $3,717-87.5% | $4,932-90.6% | $2,757-83.2% |
| Participant deferral / active EE | $10,620 | $6,652+59.7% | $8,065+31.7% | $4,300+147.0% |
| Admin fee / account holder | $4,662 | $7,953-41.4% | $12,993-64.1% | $6,925-32.7% |