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 | $236,855 | $156,398+51.4% | $147,318+60.8% | $138,895+70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.24% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $594 | $4,853-87.8% | $4,593-87.1% | $4,194-85.8% |
| Participant deferral / active EE | $14,854 | $8,237+80.3% | $7,906+87.9% | $6,396+132.2% |
| Admin fee / account holder | $5,598 | $14,976-62.6% | $13,708-59.2% | $12,562-55.4% |