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 | $135,623 | $103,387+31.2% | $87,102+55.7% | $152,885-11.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.20% | 28.10%-10.9pp | 28.19%-11.0pp | 345.39%-328.2pp |
| Employer contribution / active EE | $439 | $3,221-86.4% | $2,521-82.6% | $4,763-90.8% |
| Participant deferral / active EE | $3,473 | $4,778-27.3% | $4,048-14.2% | $5,851-40.6% |
| Admin fee / account holder | $67,969 | $12,193+457.4% | $7,491+807.4% | $11,598+486.0% |