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 | $139,325 | $160,040-12.9% | $147,096-5.3% | $145,877-4.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 13.01% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $907 | $5,289-82.8% | $4,936-81.6% | $4,663-80.5% |
| Participant deferral / active EE | $6,498 | $8,429-22.9% | $8,071-19.5% | $6,691-2.9% |
| Admin fee / account holder | $21,984 | $15,050+46.1% | $13,005+69.0% | $13,402+64.0% |