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 | $175,295 | $150,447+16.5% | $136,298+28.6% | $147,586+18.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.57% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $714 | $5,256-86.4% | $4,696-84.8% | $4,876-85.4% |
| Participant deferral / active EE | $8,031 | $6,631+21.1% | $6,247+28.5% | $5,439+47.7% |
| Admin fee / account holder | $581 | $10,906-94.7% | $9,244-93.7% | $10,886-94.7% |