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 | $101,306 | $175,259-42.2% | $149,723-32.3% | $139,487-27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 166.82%-153.5pp | 134.50%-121.2pp | 373.84%-360.6pp |
| Employer contribution / active EE | $874 | $5,478-84.0% | $4,821-81.9% | $4,755-81.6% |
| Participant deferral / active EE | $4,854 | $6,522-25.6% | $5,682-14.6% | $6,713-27.7% |
| Admin fee / account holder | $569 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |