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 | $118,191 | $202,326-41.6% | $172,745-31.6% | $152,870-22.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.84% | 1029.72%-1011.9pp | 802.90%-785.1pp | 345.34%-327.5pp |
| Employer contribution / active EE | $986 | $5,858-83.2% | $5,144-80.8% | $4,763-79.3% |
| Participant deferral / active EE | $2,631 | $5,948-55.8% | $5,197-49.4% | $5,850-55.0% |
| Admin fee / account holder | $52,855 | $17,110+208.9% | $13,954+278.8% | $11,597+355.8% |