Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $133,414 | $129,737+2.8% | $119,126+12.0% | $154,746-13.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.34% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $326 | $4,375-92.6% | $4,034-91.9% | $4,379-92.6% |
| Participant deferral / active EE | $4,615 | $5,842-21.0% | $5,318-13.2% | $6,730-31.4% |
| Admin fee / account holder | $62,509 | $11,961+422.6% | $10,693+484.6% | $14,365+335.1% |