Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $70,264 | $201,372-65.1% | $184,260-61.9% | $145,884-51.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.27% | 29.04%-15.8pp | 28.84%-15.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,457 | $7,024-79.3% | $6,427-77.3% | $4,662-68.7% |
| Participant deferral / active EE | $9,200 | $9,808-6.2% | $9,133+0.7% | $6,690+37.5% |
| Admin fee / account holder | $29,136 | $16,362+78.1% | $13,898+109.6% | $13,392+117.6% |