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 | $244,561 | $107,368+127.8% | $92,915+163.2% | $152,909+59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.48% | 145.64%-127.2pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $367 | $4,222-91.3% | $3,653-90.0% | $4,764-92.3% |
| Participant deferral / active EE | $4,368 | $4,848-9.9% | $4,238+3.1% | $5,851-25.4% |
| Admin fee / account holder | $1,904 | $7,082-73.1% | $5,796-67.1% | $11,601-83.6% |