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 | $122,909 | $183,539-33.0% | $155,556-21.0% | $145,897-15.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 32.58% | 61.31%-28.7pp | 64.84%-32.3pp | 552.29%-519.7pp |
| Employer contribution / active EE | $252 | $5,315-95.3% | $4,675-94.6% | $4,663-94.6% |
| Participant deferral / active EE | $6,217 | $6,467-3.9% | $5,631+10.4% | $6,689-7.1% |
| Admin fee / account holder | $1,112 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |