Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,074 | $160,040-85.6% | $147,096-84.3% | $145,877-84.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 10.82% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $916 | $5,289-82.7% | $4,936-81.4% | $4,663-80.3% |
| Participant deferral / active EE | $3,829 | $8,429-54.6% | $8,071-52.6% | $6,691-42.8% |
| Admin fee / account holder | $955 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |