Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $179,642 | $183,592-2.2% | $155,574+15.5% | $145,877+23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.68% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,003 | $5,317-81.1% | $4,676-78.5% | $4,663-78.5% |
| Participant deferral / active EE | $7,506 | $6,466+16.1% | $5,629+33.3% | $6,691+12.2% |
| Admin fee / account holder | $2,352 | $19,316-87.8% | $15,914-85.2% | $13,402-82.4% |