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 | $242,595 | $165,381+46.7% | $149,730+62.0% | $158,966+52.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.50% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $783 | $5,104-84.7% | $4,645-83.1% | $4,762-83.6% |
| Participant deferral / active EE | $19,579 | $7,182+172.6% | $6,843+186.1% | $5,983+227.2% |
| Admin fee / account holder | $1,965 | $10,809-81.8% | $9,310-78.9% | $11,250-82.5% |