Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,434 | $209,874-77.9% | $189,537-75.5% | $167,536-72.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.18% | 748.61%-731.4pp | 555.34%-538.2pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,246 | $6,913-82.0% | $6,161-79.8% | $4,839-74.3% |
| Participant deferral / active EE | $7,465 | $8,934-16.4% | $8,220-9.2% | $6,342+17.7% |
| Admin fee / account holder | $3,847 | $14,299-73.1% | $12,048-68.1% | $12,315-68.8% |