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 | $221,335 | $185,883+19.1% | $170,043+30.2% | $139,466+58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.93% | 60.54%-44.6pp | 53.40%-37.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,212 | $7,596-84.0% | $6,790-82.1% | $4,754-74.5% |
| Participant deferral / active EE | $7,163 | $11,626-38.4% | $10,410-31.2% | $6,712+6.7% |
| Admin fee / account holder | $25,499 | $15,393+65.6% | $12,824+98.8% | $11,409+123.5% |