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 | $128,629 | $86,298+49.1% | $111,308+15.6% | $85,847+49.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 20.18% | 19.99%+0.2pp | 54.67%-34.5pp | 318.61%-298.4pp |
| Employer contribution / active EE | -$10 | $2,044-100.5% | $2,732-100.3% | $2,565-100.4% |
| Participant deferral / active EE | $5,970 | $3,641+64.0% | $4,487+33.0% | $3,952+51.1% |
| Admin fee / account holder | $9,748 | $8,189+19.0% | $7,965+22.4% | $6,261+55.7% |