Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $89,384 | $183,516-51.3% | $155,534-42.5% | $145,884-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $375 | $5,315-92.9% | $4,675-92.0% | $4,662-92.0% |
| Participant deferral / active EE | $7,098 | $6,467+9.8% | $5,630+26.1% | $6,690+6.1% |
| Admin fee / account holder | $1,097 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |