Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,754 | $159,934-61.4% | $147,005-58.0% | $145,959-57.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 18.70% | 98.24%-79.5pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $530 | $5,287-90.0% | $4,934-89.3% | $4,661-88.6% |
| Participant deferral / active EE | $15,228 | $8,427+80.7% | $8,070+88.7% | $6,689+127.7% |
| Admin fee / account holder | $17,149 | $15,053+13.9% | $13,006+31.8% | $13,398+28.0% |