Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,159 | $166,242-72.2% | $165,071-72.0% | $145,884-68.4% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 13.73% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $563 | $5,283-89.3% | $4,347-87.0% | $4,662-87.9% |
| Participant deferral / active EE | $2,737 | $6,964-60.7% | $6,035-54.6% | $6,690-59.1% |
| Admin fee / account holder | $8,365 | $16,658-49.8% | $12,695-34.1% | $13,392-37.5% |