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 | $30,655 | $217,432-85.9% | $185,849-83.5% | $167,536-81.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.88% | 148.42%-131.5pp | 122.10%-105.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,112 | $5,875-81.1% | $5,169-78.5% | $4,839-77.0% |
| Participant deferral / active EE | $6,919 | $6,357+8.8% | $5,569+24.2% | $6,342+9.1% |
| Admin fee / account holder | $4,456 | $19,818-77.5% | $16,244-72.6% | $12,315-63.8% |