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 | $135,491 | $209,425-35.3% | $178,499-24.1% | $158,966-14.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.45% | 188.80%-168.3pp | 151.10%-130.7pp | 302.95%-282.5pp |
| Employer contribution / active EE | $967 | $5,707-83.1% | $5,011-80.7% | $4,762-79.7% |
| Participant deferral / active EE | $10,177 | $5,955+70.9% | $5,202+95.6% | $5,983+70.1% |
| Admin fee / account holder | $4,888 | $17,078-71.4% | $13,986-65.0% | $11,250-56.5% |