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 | $54,882 | $154,228-64.4% | $145,433-62.3% | $137,256-60.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.59% | 74.59%-45.0pp | 66.58%-37.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $230 | $4,804-95.2% | $4,554-95.0% | $4,156-94.5% |
| Participant deferral / active EE | $9,819 | $8,216+19.5% | $7,897+24.3% | $6,407+53.3% |
| Admin fee / account holder | $2,935 | $14,344-79.5% | $13,129-77.6% | $12,270-76.1% |