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 | $45,056 | $175,231-74.3% | $149,696-69.9% | $139,466-67.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.51% | 166.77%-153.3pp | 134.46%-120.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $961 | $5,478-82.5% | $4,821-80.1% | $4,754-79.8% |
| Participant deferral / active EE | $3,471 | $6,521-46.8% | $5,682-38.9% | $6,712-48.3% |
| Admin fee / account holder | $362 | $16,155-97.8% | $13,212-97.3% | $11,409-96.8% |