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 | $44,535 | $183,592-75.7% | $155,574-71.4% | $145,877-69.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $483 | $5,317-90.9% | $4,676-89.7% | $4,663-89.6% |
| Participant deferral / active EE | $4,979 | $6,466-23.0% | $5,629-11.6% | $6,691-25.6% |
| Admin fee / account holder | $363 | $19,316-98.1% | $15,914-97.7% | $13,402-97.3% |