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 | $62,959 | $101,539-38.0% | $147,041-57.2% | $74,400-15.4% |
| Participation rate | 77.0% | 75.5%+1.5pp | 82.2%-5.1pp | 67.2%+9.8pp |
| Annual return | 15.97% | 8740.84%-8724.9pp | 419.21%-403.2pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $596 | $3,811-84.4% | $4,935-87.9% | $2,624-77.3% |
| Participant deferral / active EE | $8,877 | $7,304+21.5% | $8,071+10.0% | $4,348+104.2% |
| Admin fee / account holder | $5,980 | $1,749+241.8% | $13,006-54.0% | $1,944+207.7% |