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 | $126,233 | $98,760+27.8% | $149,715-15.7% | $79,858+58.1% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 14.50% | 27.43%-12.9pp | 276.66%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $357 | $3,217-88.9% | $4,645-92.3% | $2,471-85.5% |
| Participant deferral / active EE | $8,158 | $5,681+43.6% | $6,842+19.2% | $3,740+118.1% |
| Admin fee / account holder | $15,789 | $6,053+160.8% | $9,310+69.6% | $5,306+197.6% |