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 | $70,435 | $112,131-37.2% | $95,964-26.6% | $158,982-55.7% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 15.42% | 171.19%-155.8pp | 91.64%-76.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $604 | $3,199-81.1% | $2,541-76.2% | $4,763-87.3% |
| Participant deferral / active EE | $1,597 | $4,784-66.6% | $4,167-61.7% | $5,983-73.3% |
| Admin fee / account holder | $753 | $10,136-92.6% | $6,797-88.9% | $11,252-93.3% |