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 | $220,438 | $201,372+9.5% | $184,260+19.6% | $145,884+51.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.94% | 29.04%-6.1pp | 28.84%-5.9pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,252 | $7,024-82.2% | $6,427-80.5% | $4,662-73.2% |
| Participant deferral / active EE | $17,218 | $9,808+75.6% | $9,133+88.5% | $6,690+157.4% |
| Admin fee / account holder | $8,812 | $16,362-46.1% | $13,898-36.6% | $13,392-34.2% |